Getting Paid


You will be unable to send payment requests or receive payments from your clients until Stripe onboarding is completed.

No matter if you are a Reseller or Agency, in order to request payments from clients, you will need to perform the following steps if you want to send and receive payments and receive payouts:

  1. Onboard your account/business into Stripe
  2. Setup your Tax Settings (head-office location)
  3. Create Products & Prices on your Reseller or Agency Property
  4. Create & send Payment Requests for your client properties.
  5. Review Status & Balance in the Dashboard


None of the information requested by Stripe is stored by the platform. Stripe securely stores and manages all of that information on behalf of

In order to perform the Onboarding process, you will need the following information about your company:

  • Valid email address and phone number
  • Type of business (Individual vs Company)
    • Company
      • Full company legal name
      • Business structure you are using (sole proprietorship, single-member LLC, multi-member LLC, etc.)
      • Your tax ID (EIN)
      • Company address (no PO Boxes)
    • Individual
      • Full legal name
      • Social Security Number (SSN)
      • Date of birth
      • Street address (no PO Boxes)
  • Industry (software, consulting, financial, high-tech, etc.)
  • Website
  • Debit card and/or bank account information for payouts