📝 Overview
Discover all your approved payments, transaction details for payouts, and a variety of insightful reports available through Stripe! Keep track of your financial journey with ease and stay informed about your progress!
🔐 Login
Learn how to access your Stripe dashboard and secure your account.
Click the arrow to learn how to log in to your Stripe dashboard
Click the arrow to learn how to log in to your Stripe dashboard
You can choose Forgot your password to reset the password.
When you log in, a 6-digit two-step authentication will be required. It will be sent to the phone number registered and will show the last 4 digits of that phone number. You can click Resend if you did not receive it.
Check the Captcha box to confirm you’re not a robot and choose the correct pictures.
⛔ Disclaimer:
Your login credentials should not be shared with anyone else. See the steps below to create a sub user for your business.
👥 Subuser
To provide access to other individuals within your business, create a separate user account for them. You can control permissions for each account, allowing you to control each user's level of access.
Click the arrow to learn how to add a subuser
Click the arrow to learn how to add a subuser
In the upper right corner, click the gear Icon.
Under Account settings, click Team and Security.
On the right side, click the purple +Add member button.
Within the pop-up, enter the user's email at the top.
Then select what roles/permissions you want the user to have
In the bottom right, click Send invites to email the users to register.
🔒 Two-Factor Authentication
We highly recommend enabling two-factor authentication. This is an added level of security on top of what Stripe already provides for logging in.
Click the arrow to learn how to enable two-factor authentication
Click the arrow to learn how to enable two-factor authentication
In the upper right corner, click the gear Icon.
Under Account settings, click Team and Security.
Click the Two-Step Authentication heading.
To enable, click on the toggle. If enabled properly, the toggle should be Stripe blue with the circle to the right.
On your next login attempt, you will be asked to setup two factor authentication.
🔗 Merge Multiple Stripe Accounts
If you have more than one location, Stripe allows you to link accounts together under one organization. This lets you view all account information at once or switch to a single location to see only that location's data.
Click the arrow to learn how to merge multiple Stripe accounts
Click the arrow to learn how to merge multiple Stripe accounts
In the upper right corner, click the gear Icon.
Under Account settings, click Business.
On the right side of the screen, locate the pop-up "Unify your business" and click Create organization.
Enter an organization name of your choosing and click Next.
You will see any business you're attached to as an admin. Select businesses you'd like to add to your newly named organization, and click Create
To switch accounts, click on the account name in the upper left corner and select the account you'd like to see.
💰 Payouts
Learn how to view and manage the funds deposited into your bank account. This feature helps ensure you can accurately track your income. Payouts will correspond to the amounts deposited into your bank account, allowing you to easily monitor your incoming funds.
Click the arrow to learn how to view your payouts
Click the arrow to learn how to view your payouts
Navigate to the Balances section on the left side.
Under the Balances heading, scroll down to recent activity to see your Payouts.
Click on any day to see the summary of the payout.
The Summary will show the total amount of charges/transactions run, refunds, and any adjustments for that day.
Transactions will show all related transactions to this payout, so if you're unsure of what funded this payout, you can also come here check.
💡 Pro Tip:
Your payouts will start on the 8th day after your first transaction, and after that, you can look forward to receiving them on the next day! Saturday and Sunday transactions will be deposited on Mondays.
For more info, see: Waiting on your first Stripe payout?
⚡ Instant Payouts
Click the arrow to learn how to receive an instant payout.
Click the arrow to learn how to receive an instant payout.
Navigate to the Balances section on the left side.
Go to the Payouts tab.
Click Pay out
Enter an amount to pay out.
Select the debit card or bank account where you want the funds to go.
If you do not have an eligible account, enter your new debit card (Visa or MasterCard) or bank account details.
Click the Pay out button to complete your Instant Payout. Funds will appear in the associated bank account within 30 minutes.
🗓️ Change Payout Frequency
Click the arrow to learn how to change when you receive payouts.
Click the arrow to learn how to change when you receive payouts.
In the upper right corner, click the gear Icon.
Under Account settings, click Business.
Click the Bank accounts and Currencies header.
Scroll down to the Payout schedule, and select your preferred option.
Click Save in the bottom right corner of the payout schedule box.
🧾 Transactions
Learn how to view and understand your transaction history in Stripe. Whenever you process a transaction, it will be recorded in Stripe. This serves as a reliable method to verify payments, especially if you have any concerns. We recommend confirming the payment by checking the last four digits of the card number.
Click here to learn how to view your transactions
Click here to learn how to view your transactions
Go to Transactions on the left side.
The Status lets you know what state the credit card transaction is in.
Succeeded: Funds were approved.
Refunded: Funds have been successfully refunded to the card.
Incomplete: Funds weren't taken. Check if the device is connected, and retry the transaction if necessary.
Failed: Funds were denied. Contact the cardholder and the issuing bank before running again.
🔍 View a Fee on a Payment
If you're looking to see what fee you're paying per transaction, to really know the breakdown, you can find that within the details.
Click the arrow to learn how to view a fee on a payment
Click the arrow to learn how to view a fee on a payment
Under Transactions
Click on any succeeded or refunded payment.
Look for Payment Breakdown
💡 Pro Tip:
If you'd like a monthly review of your fees you can click on the article below for your rate plan!
🕐 Update Transaction Time Zone
Stripe runs transactions on universal standard time. This means you might see a different time in Stripe than when the transaction was actually run. Follow the steps below to update your time zone.
Click the arrow to learn how to update your transaction time zone
Click the arrow to learn how to update your transaction time zone
Click on the gear in the upper right corner.
Under account settings, click business.
Scroll down to the time zone at the bottom.
Click save.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
What if I forgot my password?
Click the arrow to view the answer
Click the arrow to view the answer
If you're unsure of your password, you can use the Forgot your password? button on the Stripe Login page. This will allow Stripe to confirm your information and send a password reset link to your email.
If the password reset email does not have a link, and it states "password based sign in has been not enabled on that account. Enable it on personal details section," this means you used an alternative method to create the account. Under the sign-in button will be the alternative methods that could have been used.
Once logged in, if you'd like to set a regular password on the account, follow the steps below.
Click on the location name in the upper left corner of Stripe.
Click on your name within the dropdown.
To the far right of personal details, click edit.
Then click set password and confirm once a strong password is entered
What if I'm having two-factor authentication issues?
Click the arrow to view the answer
Click the arrow to view the answer
If you are having two-factor authentication issues, you can try logging in with your backup code if you have that safely stored. To do so, click Sign in another way. If you sign in this way, two-factor authentication will automatically be disabled.
Don’t have your backup code and still can’t complete two-step authentication? Follow these steps to remove two-step authentication from the account.
Account owner
Submit an account recovery form. Provide detailed information to confirm your identity for security purposes.
Stripe will review the form to confirm your identity verification, which can take 1-3 business days. Once the review process is finished, Stripe will email you with their findings.
If verification was successful, Stripe will remove two-step authentication from your account and let you know via email.
Once two-step authentication is removed, you can sign in using just your email address and password.
Subuser
Only the account’s primary owner or administrator can reset an account’s two-step authentication.
In the upper right corner, click the gear Icon.
Under Account settings, click Team and Security.
Click on the user who needs to be reset.
In the upper right corner, click the Reset two factor authentication button.
The user will receive an email with a link to regain access to the account.
Can I change when my fees come out?
Click the arrow to view the answer
Click the arrow to view the answer
Transaction fees are automatically deducted at the time a transaction is processed. Please note that this is the standard procedure set by Stripe, and the processing time of fees cannot be modified.
Where are my funds?
Click the arrow to view the answer
Click the arrow to view the answer
Your payouts will start on the 8th day after your first transaction, and after that, you can look forward to receiving them daily!
Check your account status to see if any information is required from you. If not, please let us know your account ID, the dates, and the amount you're missing.
Why did a payment decline?
Click the arrow to view the answer
Click the arrow to view the answer
Most declined transactions are related to the card. Please review any error messages for more context.
Common Causes of Payment Failures:
Insufficient funds in the account associated with the card.
Errors or issues with the payment gateway response.
Incorrect or outdated card details.
The Issuing Bank requires additional payment authorization.
External payment processor (e.g., Stripe) declining the transaction.
Retry Payment: Ensure the funds are on the card and try again with the reader, or manually attempt the transaction again.
Update Payment Method: We ask that you reach out to the cardholder to ensure that funds are available and the card details are correct
If you're still having issues, our agents can check the status of transactions and answer any questions. To assist you better, please provide the following information:
Cardholder Name
Date ran
Amount
The last 4 cards used
Ticket ID in DaySmart
How can I sign in less?
Click the arrow to view the answer
Click the arrow to view the answer
Enable Stay signed in for a week to sign in less often.
Can I disable two-step verification?
Click the arrow to view the answer
Click the arrow to view the answer
Only the account owner can disable two-step authentication.
Select Sign in another way.
Enter your backup code to disable two-step authentication.
The backup code is the 24-character code provided when you activated two-step authentication.
What if I can't find my backup code?
Click the arrow to view the answer
Click the arrow to view the answer
Choose I don't have a backup code This will require you to take a picture of your identity document or confirm account details.
Can I change my batch out time?
Click the arrow to view the answer
Click the arrow to view the answer
The batch time can be changed, but Stripe is limited on what times they can do batching.
We can change the batch times to be 12 AM - 11:59 PM in your time zone to have all the transactions deposited on the same day and better line up with DaySmart reports.
Changing the batch time means Stripe has to batch these funds separately and can take a bit longer, resulting in a 2-day delay to receive your funds instead of the normal next-day deposit.
If the batch timeframe of 12 AM - 11:59 PM and a 2-day deposit delay works for your business, please 💬 Contact Us and let us know your time zone and that you'd like to update your batch time so we can reach out to Stripe and get that updated for you.
💬 Contact Us
Don't understand what you're seeing in Stripe and still have questions? Contact us through our live chat option at the bottom right of this article or email us at ✉️ paymentsupport@daysmart.com.