Connect your account to Digitail

Go to Admin → Integrations and click on Connect under the Stripe logo. If you already have an account, just select it and click Continue.

If you don't have a Stripe account yet, follow the steps to create one. You will be asked some basic questions about your business, and once they verify the information you submitted, your account will be ready.

Please also have the following information handy:

  • Your business legal name, registration number, address

  • List of Directors, Ultimate Beneficial Owners

  • Their personal identity documents and proof of address

  • Proof of bank account

Once your account is created, you can customize the look & feel of the checkout and invoices. Go to Settings - Branding and add your logo and colors.

Start charging with Stripe

Once the integration is connected, you will see a payment link on all records and direct sales. You can send the link to the client via chat or email.

This is the checkout your clients will see 👇

Once the payment is complete, the status will get automatically updated in Digitail.

The client will also receive an automatic invoice for the sum paid.

You can check all the transactions, attempts, and payments received in your Stripe Dashboard at any time.

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