Direct Orders Payout Setup

Dani M.
Dani M.
  • Updated

Direct Orders Stripe Connect Guide

Set up your Stripe Connect account so your customers can pay upfront. The Stripe setup has a two-part process to validate your business information and verify your identity. The walkthrough below illustrates the actions to setup your Stripe account in the Otter Dashboard. This setup takes between 15-20 minutes. What you'll 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 Processes

Add a Payout Method

Step Process Detail
1

Log into Otter and select the Profile icon.

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2

In the Profile menu, select Settings.

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3

In the Settings page's lefthand menu, select the Payouts' drop-down menu.

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4

Select Payout settings from the Payouts drop-down menu

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5

In the Payout settings page, select the Add method for the store/brand you'd like to connect a payment method to.

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6

In the pop-up window that appears, select Connect Stripe account and complete the Stripe setup process by entering the requested information. 

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7A

Login or create your Stripe account. Make sure you use a strong password. This email and password will become your Stripe Connect portal login details.

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7B Verify your account with your mobile number securemobile number.png
7C

Add your business details.

Enter your country and the type of business. Please note that if you have not filed paperwork to register as a business entity, then your business type is likely to be individual.

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7D

Enter your legal business name, Employer Identification number or EIN and business details.

Including your website, and a short description of the business in one or two sentences.

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7E

For this next part, nominate your primary business representative.

This should be the main business owner. Enter their legal name, email address, date of birth and home address, phone number and last 4 digits of their social security number. Please note that these must exactly match the ones listed in your IRS documents, including any capitalization and punctuation.

verifybusinessrep.png
7F

Enter a bank routing number
and account number for
Stripe payouts.

This is the account that Stripe will transfer funds to. Please note that this should be
a checking account.

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7G

Add the public business details which will appear on your customers’ card statements, invoice, and receipts:

  • Your business name as it appears on your customers’ bank or credit card statement
  • A shortened version of the business name above
  • Your customer support phone number
  • Your customer support address
public details.png
7H

Complete final review of your business details. If there are no further edits, click Agree & submit.

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8A

Once the above process is complete, you'll be redirected to your Otter account. Your selected brand's payout method status will read Pending

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8B

After a few minutes, select the Pencil icon to continue connecting a payment method. 

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9

In the Edit payout method pop-up window, select Manage on Stripe

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10

You'll be redirected to Stripe where you will enter your Social Security Number (SSN). Select Submit to continue your identity verification. 

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11

Select Agree & submit. You'll be redirected back to Otter. 

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12A

Now, your selected store's payout method will read Needs Attention status. An identity verification document is needed to continue. 

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12B

Select the Pencil icon to enter the required information.

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13

In the pop-up window, select Manage on Stripe.

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14

You'll be redirected to Stripe. Choose your preferred ID verification method, then select Next

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15

Select Agree & submit

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16

You'll be brought back to Otter and your store's payout method status should read Active.

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17

To add a payout method to another store, select Add method on an unassigned row. 

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18

In the new pop-up window select the drop-down menu: Select a payout method.

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19

Select your desired payout method from the dropdown menu and select Save

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Bulk Edit Payout Methods

Steps Process Details
1 Select the locations you'd like to edit the payout methods. Screenshot 2024-05-20 at 4.11.49 PM.png
2

At the bottom of the page, select Edit payout method

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3

A new pop-up window will display. Once you click on the drop-down menu, all the connected payout methods will display.

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4

Select your desired payout method. 

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5 Select Save. Screenshot 2024-05-20 at 4.12.51 PM.png

Recap video:

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Stripe Connect Portal Walkthrough

Steps Process Details
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.

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.

Configuring payment types for all  brands & stores

Steps Process Details
1

Go to the Direct Orders page in Business Manager

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2

Click Settings on the top-right corner

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3

In the Payment methods section, you can choose to accept Online, In-person, or both for Pickup, Delivery and Dine-in.

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Configuring payment types for specific brands & stores

Steps Process Details
1

Go to the Direct Orders page in Business Manager.

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2

Under Brands, click on View Stores to see the list of the stores associated with the selected brand

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3

Click the ellipse/radio button and select Store Settings

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4

Now, go to the Payment tab and toggle Override payment settings

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5

In the Payment methods section, the customer can choose to accept Online, In-person, or both for Pickup, Delivery and Dine-in.

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If you need additional help or information, you can contact support via the following:

  • 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 the home screen.
  • Telephone or SMS/text - Call or text us anytime at 1-888-681-8837 for prompt service from our support experts.
  • Email - Fill out this form and our support team will respond via email within 24 hours.

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