Otter POS: How to Connect your Stripe Account on your device

Lyre Montesines
Lyre Montesines
  • Updated

Summary

Before you can start processing orders with Otter POS, you’ll need to set up your Stripe Connect account. 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

Instructions

Process for Adding a Payout Method

Click here to expand walkthrough

  1. Log into Otter and select the Profile icon. Click on the Profile icon

  2. In the Profile menu, select SettingsClick on Settings

  3. In the Settings page's menu on the left, 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 accountClick 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 PendingPending 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 StripeClick 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 to proceed. You'll be redirected back to Otter. Click on Agree & submit
    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 SaveClick on Save

Bulk Edit Payout Methods

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  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 methodClick 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
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  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, and Products pages.
    pasted image 0.png

  2. Go to the settings cog on the top right of the page.
    pasted image 0 (1).png

  3. Select Branding to display your logo and brand colors to customers on email receipts, and in the payment portal when checking out.
    pasted image 0 (2).png

 


Need help? Our support team is available via the following channels:

  • Chat - Our live agents are available 24/7 to help you through your Otter device. Tap the chat button on the top right corner of your POS device. 
  • Telephone or SMS/text - Call or text us anytime at 1-727-268-8471 for prompt service from our Otter POS support experts.
  • Email - Send us an email at otterpossupport@tryotter.com and get a response within 24 hours

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