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Setting Up Your Stripe Account

Complete your Stripe Connect setup to start receiving payments from customers through the AI Sync platform. This guide walks you through the onboarding process and payment setup.

🔗 Why Connect Your Stripe Account?

Once you connect your Stripe account to AI Sync, you can:

Receive Payments

Get paid directly from customers for your services

Automatic Processing

Payments are processed automatically through AI Sync

Global Reach

Accept payments from customers worldwide

Secure Transactions

Bank-level security for all payment processing

🚀 Account Setup Process

📝 Step 1: Start Onboarding

1

Click 'Stripe Setup'

From your AI Sync dashboard, click the “Stripe Setup” button to begin
2

Redirect to Stripe

You’ll be securely redirected to Stripe’s onboarding page
3

Create or Connect Account

Either create a new Stripe account or connect your existing one
Stripe Setup Form

📋 Step 2: Complete Required Information

You’ll need to provide the following information during onboarding: Stripe Hosted Onboarding
  • Business Name: Your agency or company name
  • Business Type: LLC, Corporation, Sole Proprietorship, etc.
  • Business Address: Your registered business address
  • Tax ID: EIN or SSN for tax reporting
  • Business Description: What services you provide
  • Bank Name: Your business bank name
  • Account Number: Bank account for receiving payments
  • Routing Number: Bank routing number
  • Account Type: Checking or Savings
  • Full Name: Legal name of business owner
  • Date of Birth: For identity verification
  • Address: Personal address of business owner
  • Phone Number: Contact number
  • Government ID: Driver’s license or passport
  • Business License: If required in your industry
  • Articles of Incorporation: For corporations/LLCs
  • Bank Statements: Recent business bank statements
  • Tax Documents: Recent tax returns if requested

✅ Step 3: Account Verification

After submitting your information:
1

Automatic Verification

Stripe automatically verifies most information within minutes
2

Manual Review (if needed)

Some accounts may require additional review (1-7 business days)
3

Notification

You’ll receive email updates about your verification status
4

Account Activation

Once approved, your account is ready to receive payments

📊 Account Status and Next Steps

🔍 Understanding Your Account Status

Pending

Under Review Information is being verified by Stripe

Restricted

Additional Info Needed Check email for required documents

Active

Ready for Payments You can now receive customer payments

💳 How Payments Work

🎯 Once Your Account is Active

Customer Pays

Customer pays for your services through AI Sync

Automatic Processing

Payment is automatically processed through your Stripe account

Funds Transfer

Funds are transferred to your connected bank account

Notifications

You receive notifications about all transactions

⏰ Payment Timeline

1

Immediate

Payment is authorized and captured instantly
2

2-7 Business Days

Funds are deposited to your bank account
3

Real-time Updates

Track payment status in your AI Sync dashboard

💰 Supported Payment Methods

🛒 What Your Customers Can Use

  • Visa, Mastercard, American Express
  • Discover, Diners Club, JCB
  • International cards from 135+ countries
  • Secure 3D authentication when required
  • Apple Pay - One-touch payments on iOS devices
  • Google Pay - Quick checkout on Android and web
  • Samsung Pay - Contactless payments
  • Microsoft Pay - Integrated with Windows devices
  • ACH Direct Debit (US customers)
  • SEPA Direct Debit (European customers)
  • Bank redirects (iDEAL, Bancontact, etc.)
  • Real-time bank verification
  • Klarna - Flexible payment plans
  • Afterpay/Clearpay - Split payments over time
  • Affirm - Monthly payment options
  • Automatic installment processing

⚙️ Managing Your Account

📈 Dashboard Overview

Once connected, you can manage your payments through:

AI Sync Dashboard

View payment status and transaction history within AI Sync

Stripe Dashboard

Access detailed analytics and settings in your Stripe account

Bank Statements

Track deposits and reconcile payments in your bank account

Tax Reporting

Download tax documents and transaction reports

🔧 Account Settings You Can Control

Daily: Receive payouts every business day (default) Weekly: Receive payouts once per week Monthly: Receive payouts once per month Manual: Request payouts when needed
Add New Accounts: Connect multiple bank accounts Update Information: Change routing or account numbers Set Primary: Choose which account receives payments Remove Accounts: Disconnect unused bank accounts
Update Address: Change business address Modify Description: Update business description Add Team Members: Give access to other users Tax Settings: Update tax information

❓ Common Questions

🛠️ Account Setup Issues

Common reasons:
  • Incomplete business information
  • Industry restrictions (high-risk businesses)
  • Suspicious or fraudulent activity
  • Previous violations of Stripe’s terms
What to do:
  • Contact Stripe support directly
  • Provide additional documentation
  • Clarify your business model
  • Wait for manual review if required
Typical timelines:
  • Instant: Most accounts (90%+)
  • 1-2 days: Accounts needing additional review
  • 3-7 days: Complex businesses or missing documents
  • Longer: High-risk industries or compliance issues
You can update:
  • Bank account information
  • Business address
  • Contact information
  • Tax details
How to update:
  • Log into your Stripe dashboard
  • Navigate to Account Settings
  • Make changes and submit for review
  • Some changes may require re-verification

💸 Payment and Payout Issues

Common reasons:
  • Bank account information is incorrect
  • Your account has a hold or restriction
  • Weekend or bank holiday delays
  • First payout takes longer (7-14 days)
Check these:
  • Verify bank account details in Stripe dashboard
  • Look for any account notifications or restrictions
  • Contact your bank about incoming ACH transfers
  • Check Stripe’s payout schedule
Available options:
  • Daily: Fastest option (default)
  • Weekly: Once per week
  • Monthly: Once per month
  • Manual: On-demand payouts
How to change:
  • Log into your Stripe dashboard
  • Go to Settings → Payouts
  • Select your preferred schedule
  • Changes take effect immediately
Standard processing fees:
  • Credit Cards: 2.9% + 30¢ per transaction
  • ACH/Bank Transfers: 0.8% (capped at $5)
  • Currency Conversion: 1% fee
Additional fees:
  • Chargeback fee: $15 per dispute (handled by agency)
  • Failed payment fee: None
  • Payout fees: None for standard schedule

🆘 Getting Help

📞 Support Resources

AI Sync Support

For platform-related issues
  • Payment setup problems
  • Account connection issues
  • Dashboard questions
  • General platform support

Stripe Support

For payment processing issues
  • Account verification problems
  • Payout delays
  • Technical payment issues
  • Account-related questions

📧 Contact Information

Email: support@rizler.ai Response Time: 24 hours or less Available: Monday-Friday, 9 AM - 6 PM ESTWhat we can help with:
  • Stripe account connection
  • Payment status in AI Sync
  • Platform navigation
  • Account settings
Note: Disputes and chargebacks are handled directly between the agency and Stripe. AI Sync is not responsible for dispute resolution.
Dashboard: Log into your Stripe dashboard and click “Contact Support” Email: Available through your Stripe dashboard Phone: Available for qualified accounts Response Time: Usually within a few hoursWhat they can help with:
  • Account verification issues
  • Payment processing problems
  • Payout schedule changes
  • Dispute management and resolution

🔐 Security and Trust

🛡️ Your Data is Protected

🚫 What We Don’t Store

  • Credit card numbers - Handled securely by Stripe
  • Bank account details - Stored only by Stripe
  • Social security numbers - Stored securely by Stripe for compliance
  • Government IDs - Stored securely by Stripe for verification
Ready to get started? Click the “Stripe Setup” button in your AI Sync dashboard to begin the onboarding process. The entire setup typically takes just 5-10 minutes to complete.
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