Stripe Set Up Instructions

This documentation reflects our current understanding of the system at the time of publishing. Because third-party platforms change frequently, some steps may need to be adjusted or corrected over time. If the steps / screenshots below don't match what you see, please let us know so we can walk through it together.

Before you begin, we recommend updating your Stripe account name to include your city or store number due to the number of customers we support with the same businesses. For example, “Restore - Raleigh” instead of “Restore”.

To add a new team member:

1. Log into the Stripe dashboard and navigate to Business Settings.

2. Click Team.

3. Select + New Member from the top right.

   1. Name: Ceterus Bookkeeping

   2. Email: access@ceterus.com

   3. Phone: 269-359-7621

4. Select the View Only role.

5. Click Invite to send the invitation email.

6. Once completed, please let us know as soon as possible so that we can accept the invitation. Invitations are often time sensitive.