Direct Orders Payment Setup

Dani M.
Dani M.
  • Updated

 

Direct Orders Stripe Connect Guide

Set up your Stripe Connect account so your customers can pay upfront.
This setup will take between 15-20 minutes.

What you need:

  • Business name (as it is legally registered)
  • Business type, address, phone number
  • Employer Identification Number (EIN)
  • Last 4 digits of your SSN
  • Bank routing number
  • Bank account number

Account Setup Steps

Table of Contents

 

Process for Adding a Payout Method

  1. Log into Otter and select the Profile icon. Click on the Profile icon
  2. In the Profile menu, select Settings. Click on Settings
  3. In the Settings page's lefthand menu, select Payout settings. Click on Payout settings
  4. In the Payout settings page, select the Add method for the store/brand you'd like to connect a payment method to. Click on Add method
  5. In the pop-up window that appears, select Connect Stripe account. Click on Connect Stripe account
  6. Complete the Stripe setup process by entering the requested information.
  7. At the end of the Stripe setup process, select Agree & submit. Go through all steps and click on 'Agree & submit'
    Once the above process is complete, you'll be taken back to Otter. Your selected brand's payout method status will read Pending. Pending status
  8. After a few minutes, select the Pencil icon to continue connecting a payment method. Click on the pencil button
  9. In the Edit payout method pop-up window, select Manage on Stripe. Click on Manage on Stripe…
  10. You'll be redirected to Stripe where you will enter your Social Security Number (SSN). Select Submit to continue your identity verification. 
  11. Select Agree & submit. Click on Agree & submit
    You'll be redirected back to Otter. Now, your selected store's payout method will read Needs Attention status. An identity verification document is needed to continue. Redirected to Otter and note the Needs attention status
  12. Select the Pencil icon to enter the required information. 
  13. In the pop-up window, select Manage on Stripe. 
  14. You'll be redirected to Stripe. Choose your preferred ID verification method, then select Next
  15. Select Agree & submit. 
    Go through all steps in the flow and click on Agree & submit
  16. You'll be brought back to Otter and your store's payout method status should read Active.Click on Add method
  17. To add a payout method to another store, select Add method on an unassigned row.    Click on Add method
  18. In the new pop-up window select the dropdown menu: Select a payout method.Click on Select a payout method
  19. Select your desired payout method from the dropdown menu and select Save. Click on Save

Bulk Edit Payout Methods

  1. Select the locations you'd like to edit the payout methods. Select multiple or all locations
  2. At the bottom of the page, select Edit payout method. Click on 'Edit payout methods'
  3. In the pop-up window, select the dropdown menu and select your desired payout method. Click on selected methodClick on the desired payout method
  4. Select Save Click on Save

 

Stripe Connect Portal Walkthrough

  1. Select Sign in and use the login details you created during the setup process.

    This will take you to the home screen where you can see a snapshot of your payment volume and navigate to the Payments, Balances, Customers, Products, and Reports pages.
  2. Go to the settings cog on the top right of the page.
  3. Select Branding to display your logo and brand colors to customers on email receipts, and in the payment portal when checking out.

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