How to activate payments on web

Learn how to activate card payments on Bookipi Invoice Web v2 with these simple steps.

On your dashboard, select ‘Complete’ to enable direct card payment on your invoices. This will redirect you to the Stripe onboarding process.

The following steps will guide you through the Stripe onboarding process so that your customers can pay you by card.

In the Stripe onboarding screen, your Bookipi Invoice email address will be pre-filled in the Email field. Once you’ve confirmed the email address, select ‘Submit’ to continue.

Enter a strong and secure password for your Stripe account. Once done, select ‘Submit’ to proceed.

Set up authentication via an authenticator app or mobile SMS.

If using an authenticator app, simply scan the QR code displayed on the screen.

For SMS verification, select your country code, enter your mobile number, and then select ‘Send text’ to receive a verification code.

Once you have completed either the authenticator app or SMS verification, select 'Next' to proceed.

Verify your login by entering the code sent to your mobile device or authenticator app.

Save the provided emergency backup code in case you lose access to your device. Once done, select 'Next' to proceed.

In the Business Details section, enter details about your business including address, type of business, and business structure. Select ‘Continue’ once you have entered all your details.

Enter Legal business name, Business number, Business name, Address, Phone, Industry, Website, and Product description.

This fulfills Stripe's Know Your Customer (KYC) requirements to protect against fraud. These details may vary depending on the country you operate in.

Select ‘Continue’ once you have entered all your business details.

Add your personal details for verification, including your Legal Name, Email Address, Date of Birth, Address, and Phone Number.

Once all required information is entered, select ‘Continue’ to proceed.

Enter your business’ support details so that customers can identify that they have been charged by your business.

You can include a statement descriptor to be visible on payment statements, a shortened descriptor, and/or a customer support phone number.

Select 'Continue' to save changes.

Enter the bank account details that you would like your funds to be paid into. Review to check that your account details are correct and select 'Save' to save changes.

You can choose to add an optional contribution to fight climate change or select ‘No thanks’.

You can also choose to add service tax or select ‘Not right now’.

Review all of your details. If there is any information that needs to be corrected, select ‘Edit’ on the top right of each box.

Select ‘Agree and submit’ when you're ready to submit.

Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.

Explore how effortlessly you can create a professional website for your business using the Bookipi AI Website Builder.

Download the Bookipi Invoice mobile app and check out our mobile app guides to make sending invoices anytime and anywhere even easier.