Hi there!
This article will teach you how to set up your credit card payment gateway with Stripe platform. We understand the importance of a seamless process, so we've outlined step-by-step instructions to ensure you navigate through it effortlessly.
Step 1: Log into Your Charidy Dashboard
Begin your journey by logging into your Charidy Dashboard at https://dashboard.charidy.com/login.
Step 2: Open Payment Gateways
Navigate to the Payment Gateways section to get started.
Step 3: Select "Add Payment Gateway"
Initiate the process by selecting the "Add Payment Gateway" option.
Note: If you encounter an error message, it may be due to your Legal Entity not being set up. Be sure to address this beforehand; you can find detailed instructions in this helpful article.
Step 4: Select Stripe
Opt for Stripe as your payment gateway.
Step 5: Fill in the Information Now, let's fill in the necessary details.
- Ensure your routing number is ACH-capable.
- For account information, it's advisable to use the details from your check, as these are the numbers that work seamlessly with Stripe.
Step 6: Account Verification Upon completing the first page, you'll be redirected to a new one with additional questions. Thoroughly fill in all the fields until your account is verified. If you don't see the approval checkmark, don't worry—simply reach out to your campaign manager. Remember, full approval is crucial for receiving donations.
Should Stripe request additional verification information, you'll be notified in your dashboard and through email. Payouts are only possible once your Stripe account is fully verified. If you encounter any challenges during this process, don't hesitate to contact your Charidy Campaign Manager for assistance.
We hope this guide makes the setup process a breeze. Happy fundraising!
Best regards,
Charidy Team