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Accepting Client Payments

Accepting Credit Card Payments on PlanitEasy via Stripe and Credit Card Authorization Form

Robbie avatar
Written by Robbie
Updated over 8 months ago

Option 1: Credit Card Authorization Form

Option 2: Accepting direct payments using Stripe on PlanitEasy

**IMPORTANT**: If you have Stripe Connect, you can integrate this through your My Account page. If you are having any issues, please reach out to the Customer Success team so we can set up your Stripe Connect Account on our platform.

See this article on how to set up your Stripe account on PlanitEasy.

You may need to provide the following:

1. Name of Company (As shown on tax return)

2. Trade name (if different than above)

2. Address of Company

3. Taxpayer Identification/Business Number: EIN or SSN or your countries equivalent.

4. Bank name

5. Routing number

6. Account number

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