You'll need to use Stripe to enable the ability to send and receive payments. We'll show you how to do that below.
Please note that for the following instructions your EPP role on Constrafor will need to be EPP Manager. You can check this inside the Settings (Account > Settings > Users & roles). If that is not your role on Constrafor, get in touch with your team's Constrafor Admin to resolve.
- Head over to "Tools" and "Connect bank", then go to step 2 and click "Connect".
1. Two-Factor Authentication
- Enter your phone number and email. Then click "Continue". You will receive a verification code on your phone. Once you've entered your verification code, you'll be able to proceed to the form.
2. Business information
- Enter your business' information.
- You'll have to choose your industry segment. Most companies on Constrafor will find their segment under "Building services". If your sub-specialty is not listed, select either "Special trade" or "Other building services".
- Once you've selected your industry, enter your website's page and a description of your activities in "product description" (e.i. structural steel). Then click continue.
3. Personal information
- Fill out your personal details, including your SSN.
Select whether you own more than 25% of your company.
4. Business owners information
- Your are required to enter the information of any individual who owns 25% or more of your business.
5. Terms of service
- You will be asked to agree to Stripe's Terms of service.
6. Public details
- Add your public details to display in statements, invoices, and receipts.
7. Review and submit
- Review and add any missing information. The agreement documents can be viewed by clicking on the links at the bottom of the page.
- When you're done, click "Agree and submit".
