How To Complete The Credit Card Set-Up Section

Scenarios
  • You want to take upfront payments for your activities.

  • You want to enable your parents to pay by credit/debit card for activities.
This document assumes 

How to Enable Credit/Debit Card Payments 

  1. Head to your Enrolmy account Settings, and select Credit Card Setup 

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Stripe Application Form

  1. Fill in your company details
    • The Company Trading Name
    • The Company Legal Name
    • The company Tax Details
    • The company Bank Account Name
    • The company Bank Account Number
  2. Fill in your personal details under the Applicant Details section
    1. Your personal first name, last name
    2. Your personal email address
    3. Your date of birth
    4. Your personal address

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Proof of Identity Documentation

  1. The Stripe Applicant must upload a jpg or png file of the front their passport or drivers licence. 
    • The image must be in colour
    • The image must be in portrait settings
    • Details on the image provided must be clearly visible
    • The image needs to be 600 kilobytes in size.
  2. The Stripe Applicant must upload a jpg or png file of the back their passport or drivers licence. 
    • The image must be in colour
    • The image must be in portrait settings
    • Details on the image provided must be clearly visible
    • The image needs to be 600 kilobytes in size.
  3. Upload a jpg or png file of a Utility Bill that has been personally addressed to the Applicant. 
    • The file must identify the Applicants Full Name (as detailed above)
    • The file must identify the Applicants Address (as detailed above)

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Credit Card Fee Options

Select which credit card transaction fee your organisation will opt-in for. 

  1. 'I would like to have the option of making credit cards the only payment method for some of my activities' if you wish too...
    • Take upfront payments for your activities
    • Have Enrolmy automatically reconcile payments against invoices

The organisation must absorb the full transaction fee of 3.63% + 30c to enable this option.

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 2. I would like my customers to pay part of the transaction fee

  • Enable customers to pay by bank transfer or credit/debit card for your activities
  • Have the customer pay part of the credit card transaction fee during their booking process.

The customer will pay 1.85% of the transaction amount, and the activity provider the other 1.85% + 30c. The customer's transaction fee amount will be added onto their total activity cost during their booking process.Screen_Shot_2020-08-05_at_1.15.53_PM.png 

Terms and Conditions

  1. Read the Enrolmy Terms and Conditions for more information
  2. Read the Stripe Connected Account Agreement.
  3. Please tick the box to agree to comply with the terms and conditions
  4. Click Submit Application 

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Awesome! Your organisations Stripe Connect Account has now been created. Your customers will now be able to pay for activities straight away! If you have enabled your activities to take credit/debit card payments only, please see how to activate that here. 

 

 

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