Before you can start sending Invoices in Studio, you'll need to enable payments by connecting to Stripe.
Keep in mind that if you've already connected to a payment processor for your Store, you still need to connect to payments in Studio. It's important to note that by connecting to Payments in Studio, you are not creating a new or separate account in Stripe in addition to your existing account. You are simply providing your business information and bank details for the Invoice payouts to be deposited and we handle the rest. 🎉
Get Started
Head to your Settings in Studio and click on Payments.
Click Set Up Payments.
Account Setup
On the next screen, you'll be asked to add your phone number and preferred email address.
A verification code will be sent to your phone. Enter this code to proceed with the setup process.
Carefully read over the following to ensure your account is set up correctly:
If you use your social security number for your business, select Individual.
If you have registered your business with IRS and received an EIN number, you can select the business structure you've registered as. For example, Sole Proprietorship or Single-Member LLC.
You will then be asked to enter some personal details and verify your ID for security purposes. This can be completed quickly using a mobile device!
After completing the ID verification, you can connect the bank account you want payouts deposited.
Review and Submit
Before submitting, you'll have the opportunity to review your information. If any required information is missing, it will be highlighted on this screen:
Simply click Update to provide the necessary information! Note that if you skip any required information, your account will not be fully active and you will not be able to take payments or receive payouts. So before sending any Invoices, ensure your account is fully connected to avoid delays.
After you've connected, you can update your bank information at any time by clicking Update account!
You're now ready to start sending Invoices 💸 However, don't forget to personalize your client-facing pages first. Click the button below to learn how!
If you have any questions or need additional help, feel free to contact us in the chat bubble in the lower right-hand corner of your dashboard. We're always happy to help!
