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How do I accept direct bank transfers via Stripe?
How do I accept direct bank transfers via Stripe?

As an admin, learn how to connect Optix with your Stripe account to accept/process direct bank transfers

Kelly Yoon avatar
Written by Kelly Yoon
Updated over a year ago

Step 1: Create an account with Stripe

To accept direct bank transfers with Stripe, first create an account directly with Stripe. If you're already integrated with Stripe, skip to Step 2:

  1. Select Apps & Integrations from the left-hand menu
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  2. Scroll down and click Stripe
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  3. Click Install
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  4. If you already have a Stripe account, click Sign In on the top right corner of the screen
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  5. Complete the fields and click Authorize access to this account

Step 2: Select the payment methods you'd like to accept

Once you've integrated your Stripe account with Optix, configure your Stripe settings by selecting the payment methods you'd like to accept:

  1. Select Apps & Integrations from the left-hand menu
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  2. Scroll down and click Stripe

  3. Click Configure

  4. Under Payment Methods and 'Recurring Payments', click Configure

  5. Select your desired Stripe payment methods

  6. Click Save

Note: Ensure you've configured your settings so that Users are required to save a payment method in their account. You can configure this in Settings > Invoicing > User Onboarding.

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