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Getting Paid: Stripe Setup (New)

How to connect Stripe to accept family payments — required before any family can enroll. Covers business verification, bank setup, and understanding payouts.

You must complete Stripe onboarding before any family can pay. This applies to every Homeroom account. Estimated time: 10–15 minutes.

⚠️ Do not send registration links to families until your Stripe account is fully connected and verified. Families will see an error at checkout if payments aren't enabled.

Before you start — have these ready

  • Your school's legal business name (exactly as registered with the IRS)

  • Your school's EIN (Employer Identification Number / Tax ID)

  • Your school's bank account number and routing number

  • Name and date of birth of a school administrator for identity verification

  • Your school's phone number and website URL

Step 1: Start Stripe onboarding

  1. In Homeroom, go to Settings → Payment Tools

  2. Click Connect Stripe Account

  3. You'll be redirected to Stripe's secure onboarding flow — do not close the browser tab during this process

💡 Tip: Homeroom uses Stripe Connect, which means payments go directly into your school's bank account. Homeroom never holds your funds.

Step 2: Enter your business information

Enter everything exactly as it appears on your IRS documents:

  • Business type: Select Non-profit or Company depending on your school's structure

  • Legal business name: Your school's full registered name

  • EIN / Tax ID: Your 9-digit employer identification number

  • Business address: Your school's physical address

  • Phone number and website

⚠️ Important: If the name you enter doesn't match IRS records exactly, Stripe verification will fail. Use your full legal name — not a nickname or DBA (e.g., "The Brookside Academy Inc." not "Brookside Academy").

Step 3: Verify a representative

Stripe requires verifying the identity of one school representative — typically the business manager, CFO, or head of school.

  • Enter their first and last name, date of birth, and the last 4 digits of their SSN (for US identity verification)

  • Confirm their job title and whether they are a beneficial owner of the organization

💡 Tip: This is standard banking compliance. The information is encrypted and used only for identity verification — it is not stored by Homeroom.

Step 4: Connect your bank account

  1. Enter your school's bank routing number

  2. Enter your bank account number

  3. Confirm the account type (checking is most common)

Stripe will send 2 small test deposits to your account within 1–2 business days to verify ownership. You'll confirm those amounts in Step 5.

⚠️ Important: Use a dedicated school program account if possible — not a personal account. All enrollment payment deposits will go to this account.

Step 5: Complete verification

  1. Stripe reviews your application — this usually takes a few minutes but can take up to 2 business days if manual review is needed

  2. Stripe will email you when verification is complete. If additional documents are needed, you'll see a banner in Settings → Payment Tools

  3. Once the test deposits arrive, return to Settings → Payment Tools and confirm the two deposit amounts to fully activate your bank account

You're done when: Settings → Payment Tools shows a green "Connected" status with your school name. You're ready to accept payments.

Step 6: Understand payouts

Once connected, here's how money flows:

  • Families pay at enrollment via credit or debit card

  • Stripe batches transactions daily and deposits the net amount to your bank account, typically within 2 business days

  • Stripe's standard processing fee is 2.9% + $0.30 per transaction, deducted from each payout automatically

  • View all transactions, payouts, and fees anytime at dashboard.stripe.com

💡 Tip: For bank reconciliation, run Reports → Deposit Report in Homeroom and cross-reference with your bank statement. The net deposit amounts will match exactly.


➡️ Next step: Return to your program guide (Enrichment, Camp, or Extended Care) if you haven't finished setup, or go to Going Live: Invite Families to send your launch email.

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