To start offering Online Payment options to your patients, you will need to create a Stripe Account. This is a digital account which is linked to your actual business account.
This article explains how to create a Stripe Account for a business registered as an Individual or Sole Trader.
Creating a Stripe Account takes approximately 10 minutes to complete if you have all the information at hand.
Important:
- For Stripe Account setup purposes, if your business is registered as a Company please use this guide.
- If your business is registered as an Individual/Sole Trader, please use this guide instead.
- As soon as you have activated your Stripe Account, patients will be able to pay their invoices on the Patient Portal.
- A Stripe Account can only be linked to one bank account, but you can have multiple Stripe Accounts that can be linked to different bank accounts.
The Short Version
- Go to Settings > Online Payments.
- Toggle on the Switch ON Stripe Payment option.
- Click Create and use the Stripe Account Setup Wizard to complete your details.
- Monitor the Dashboard Status in the Portal Payments tab.
- You will be able to activate when the status is Verified.
- Review this article for support with the Dashboard: Portal Payments Dashboard Overview
- Once the status is Verified click Activate, then Confirm Activation.
- Your account is now active and able to receive payments.
Important:
- The first Stripe Account you create will be the default account for all current and new users.
- If you need to create multiple Stripe Accounts, then:
- Create each account
- Assign each provider to their nominated Stripe Account
- Activate all Stripe Accounts
Instructions
1. Go to Settings > Online Payments.
2. Toggle on the Switch ON Stripe Payment option.
3. Click the Create button.
4. Read the Terms and Conditions, click Accept to continue or Close to cancel.
5. Create your Stripe Account.
Note: For assistance with the wizard, see the definitions supplementary article.
INITIAL DETAILS
The details you are required to complete in this section are:
- Country of Business
- Business Entity Type
* Choose Company - Mobile Number
- Email
Click Next
Enter the verification code sent to the mobile number you added in the previous window.
BUSINESS DETAILS
The details you are required to complete in this section are:
- Legal business name
- Company ACN/ABN
- 'Doing business as' (optional)
- Registered business address
- Business phone number
- Industry
- Business Website/Product Information
Click Next
BUSINESS REPRESENTATIVE
The details you are required to complete in this section are:
- Legal name of the business representative
- Email address
- Job title
- Date of birth
- Home address
- Phone number
Answer Yes or No to the following questions:
- I own 25% or more of the company
- Are you the only person who owns 25% or more of the company?
- I am a member of the governing board of the company
- Are you the only person on the governing board of the company?
Click Next
BUSINESS OWNERS & DIRECTORS
Depending on your answers on the previous screen, you may need to fill in the following information:
- Legal name of person
- Email address
Click Next
PAYOUT DETAILS
Note: Review the Direct Debit Request Service Agreement, located at the bottom of the screen. The link will open in a new tab and will not disrupt the account creation process.
The details you will require to complete this section are:
- BSB Number
- Account Number
- Confirm Account Number
Click Save
VERIFICATION SUMMARY & CONFIRM DETAILS
Note: Review the Stripe Connected Account Agreement, located at the bottom of the screen. The link will open in a new tab and will not disrupt the account creation process.
Review your information on this screen and update if required:
- Click Pencil Icon to review Business Details
- Click Update to review Management & Ownership
- Click Pencil Icon to review Payout Details
Click Done
You will be returned to the Patient Portal Settings tabs. Click Portal Payments tab.
