In this guide, we’ll walk you through the steps to set up your billing settings and start accepting payments using the client billing feature.
Follow these instructions to get started:
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Go to Settings, select Client Billing, and click Get Started.
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Connect your account to Stripe by selecting your country (note: this cannot be changed later) and clicking Get Started.
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Add your billing information by entering your phone number and email, then verify via SMS.
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Provide your business details, including business type, personal information, industry type, website, product description, and bank account for payouts.
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Add client-facing details, such as a statement descriptor, phone number, and address for customer support.
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Review all the information to ensure it’s complete, then click Agree and Submit.
Once connected, you’ll be redirected to the Account Page, ready to start billing clients!