How do I create or use my Stripe payment accounts?
Stripe moves the money; we capture the card without your agent hearing it. Here's how to connect an existing Stripe account, or open one during setup.
Setting Up or Using Your Stripe Payment Account with Agent Capture Assist
Agent Capture Assist integrates with Stripe to provide a secure method for processing payment card details during telephone calls. Stripe serves as the payment service provider, handling transactions by moving funds from your customer’s card to your bank account. Follow the steps below to set up or use your Stripe account during the Agent Capture Assist setup process.
Step 1: Visit the Stripe Partner Link
- Navigate to the dedicated Stripe partner page for Paytia:
Paytia in the Stripe partner directory.
Step 2: Understand Your Options
When prompted to connect your Stripe account, you will be presented with three choices:
Log in to an Existing Stripe Account:
- If a Stripe login box appears, simply enter your Stripe account credentials.
- Authorize Agent Capture Assist as a Stripe-approved service partner.
- This connects your existing Stripe account to Agent Capture Assist.
Switch to Login from the Sign-Up Form:
- If you see a sign-up form but already have a Stripe account, click the Sign into Stripe option at the top right of the page.
- Log in to your existing Stripe account and authorize Agent Capture Assist.
Sign Up for a New Stripe Account:
- If you don’t have a Stripe account, complete the Stripe sign-up form displayed.
- Provide the following details to create your Stripe merchant account:
- Company Information: Business name and contact details.
- Director Information: Personal details of the primary business owner.
- Bank Account Details: For receiving payouts from Stripe.
Step 3: Authorize Agent Capture Assist
- Whether you log in to an existing account or create a new one, Stripe will request authorization for Agent Capture Assist to access your account.
- Follow the prompts to confirm the integration.
Step 4: Complete Setup
- Once authorized, return to the Agent Capture Assist setup process.
- Your Stripe account will now be linked, and you can start processing payments securely over the phone.
Benefits of Using Stripe with Agent Capture Assist
- Secure Payments: No need to handle or record customer card details.
- Fraud Protection: Leverage Stripe’s built-in card verification and fraud-checking tools.
- Easy Integration: Quick login or sign-up process.
- Flexible Configuration: Customize your Stripe settings for enhanced business security.
By completing these steps, your Stripe account will be integrated with Agent Capture Assist, ensuring a seamless and secure payment experience for your business and your customers.
More in Stripe
How do I use customer look up in Agent Capture Assist?
If a customer already exists in Stripe, look them up and their details drop into the payment form. Saves re-keying and avoids typos on the call.
How to Sign Up for PayMobile for Stripe on iOS?
Signing up for PayMobile on iOS, from picking a monthly or yearly plan through to connecting Stripe and taking your first payment.
What are Stripe card processing charges?
Stripe's rates for secure telephone payments, country by country, including where their non-standard base charges apply instead.
How do I add tax for Stripe?
Manage Stripe Sales Tax works out the right tax for each transaction based on where your customer is, so you don't have to. Here's how to switch it on and use it.
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