This article guides you through the process of setting up a Merchant Account in Extensiv Billing Manager using our payment provider, Stripe.

Getting Started

1. Open Billing Manager.
   
2. Select Settings from the left‑hand navigation menu.
3. Click Merchant Acct.
   1. If you haven’t set up a merchant account yet, you’ll see a notification like the one shown in the image below.
4. Click Connected Account Application to continue.
    
5. Click Add Information.
   
6. Enter the email address associated with your Stripe account.
   1. If you’re new to Stripe, simply enter the email address you’d like to use to create your account.
      
7. Enter a phone number.
   1. For security purposes, Stripe uses two‑factor authentication (2FA). A verification code will be sent to the phone number you provided, so please make sure you have access to it.
      
8. Enter the verification code sent to your phone.
   

Setting up Stripe

9. Select your Business Type from the dropdown menu and click Continue.
   
10. Enter your business details, then click Continue when finished. The following information is required:
    1. Industry (select from the pre-populated dropdown)
    2. Website
    3. Product Description
11. Enter your personal details, then click Continue when finished. The following information is required:
    1. First and Last Name
    2. Date of Birth
    3. Address
    4. Phone Number
    5. Last 4 digits of your SSN
       
12. Link a bank account to receive payouts:
    1. Select the bank tile you want to link.
    2. After selecting a bank, a pop-up will appear asking you to Agree and Continue.
       
    3. You will be redirected to your bank’s website to sign in and approve the connection to Stripe.
        
13. If your bank is not listed, you can search for it using the search field.
    
    Optional:
    If you prefer not to link your bank automatically or do not see it listed, select Enter Bank Details Manually Instead at the bottom of the page. A pop-up will appear allowing you to enter your routing and account numbers.
    
14. Add public customer details. The following fields are required:
    1. Statement Descriptor
    2. Customer Support Phone Number
    3. Customer Support Address
       
15. Review your information and click Submit to complete your Merchant Account setup.
    
     

Managing Merchant Account

Go to Settings > Merchant Acct to sign in and view your account details. Note that only the registered user can sign in to this section.

On this page, you can manage your account details directly within Billing Manager. You can:

• View and edit account details (personal/business information, public information, and payout bank accounts) directly within the app.
• Address outstanding Stripe requirements and verification requests.
• See actionable notifications for risk verifications, deadline reminders, and other account issues surfaced in the notification banner.