How to Setup Client Invoicing

Setting up your bank account to accept direct payments is easy and secure through Taxaroo's integration with Stripe. Stripe allows us to process credit cards and manage your bank account in a safe manner. When your clients pay invoices, the funds are processed directly into your bank account, providing a convenient and secure payment experience with credit cards. Taxaroo does not charge any additional fees for payments; the payment fees are solely charged by Stripe Inc. For specific details on Stripe's fees, please visit their website.

Please rest assured that your sensitive bank account information is handled with utmost security. Taxaroo does not view or store this information on our own servers. Instead, we securely pass this data to Stripe, our trusted payment services provider.

To set up your bank account for direct payments, follow these simple steps:

Step 1: Log in to your Taxaroo account at https://apps.taxaroo.com/login.

Step 2: In the Settings module, click on Setup Invoicing.

Step 3: Click the blue Connect to Stripe button.

Step 4: You will see a message requesting permission for Taxaroo to connect to your Stripe account. Rest assured, Taxaroo will only access necessary account data related to payments and payout history. Complete the form and select Authorize Access to This Account when finished.

If you have any additional questions or need further information, you can refer to Stripe's documentation at https://support.stripe.com/. With this simple setup, you can conveniently accept direct payments through your Stripe account, providing a seamless payment experience for your clients.