How does an Administrator set up the Payments Feature? : CareMonkey

How does an Administrator set up the Payments Feature? Print

Created by: Mark Valencia

Modified on: Mon, 25 Jul, 2016 at 8:50 AM

Accepting payments through CareMonkey is very easy. It requires a quick set-up for your organisation, and then you can add payment requests to any eForm.

To set up payments, follow these steps:

1. After logging in as the administrator of your CareMonkey account, please go to Tools > Setup Payments.

2. A pop-up window similar to below will appear. This provides a brief explanation of how the Payment Request works. You can continue setting up this feature by clicking on Click Here.

3. The next page will connect your CareMonkey account to your Stripe account.

a. If you already have a Stripe account, please click on Sign In.

b. If you don't have any Stripe account, please proceed in filling out the form to sign up and click the Authorize access to this account that can be found at the bottom of the form.

4. An email will be sent to your email address to confirm your Stripe account. Please click on the verification link to activate it. Once done, you can start accepting payments through Stripe.

NOTE: All credit card processing is handled by Stripe. Credit Card details are never seen by or stored in CareMonkey.

Mark is the author of this solution article.

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How does an Administrator set up the Payments Feature? Print

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