1. Confirm Your Email
Check your email inbox for a confirmation email from Stagepay.
Click the confirmation link in the email to verify your email address.
2. Accessing Account Settings
Log in to Stagepay:
Open your web browser and navigate to the Stagepay login page.
Enter your username and password, then click on the “Log In” button.
Navigate to Settings:
Once logged in, click on the gear icon at the top right corner of the dashboard to access the Settings menu.
3. User Account
View Profile Information:
Click on "User Account".
Check your personal information imported from your Xero profile, such as Name, Email, Mobile No., and Last Login details.
Note: Profile information cannot be edited here. To update your profile, please make changes directly in Xero.
4. Organisation
View Organisation Details:
Click on "Organisation".
Review information about your organisation from Xero, including the Tenant ID.
Upload your organisation’s logo here.
Connect Your Xero Account
You will be prompted to connect your Xero account after the first login.
Click on "Connect a Tenant" to link your Xero account.
Follow the prompts to log into Xero and grant the necessary permissions.
Once connected, your Xero Tenant ID and company information will appear.
5. Stripe Integration
Connect Stripe Account:
Click on "Stripe".
Follow the prompts to connect your organisation's Stripe account by providing the Stripe Account ID.
For more information on Stripe integration, click here.
6. Bank Account
Select Bank Account:
Click on "Bank Account".
Choose the bank account where payments will be allocated. The available bank accounts are imported from your Xero connection.
Ensure you select the account that Stripe payouts will go to.
7. Email Settings
Set Up Email Templates:
Click on "Email Settings".
Set up default email templates for sending emails to customers, including Due Date Reminder, Customer Invoice, and Payment Confirmation.
Add new templates if necessary.
8. Payment Stages
Configure Payment Stages:
Click on "Payment Stages".
Enable payment stages and set up the default stages (e.g., Deposit, Balance) along with their respective percentages.
9. Payment Preferences
Promote Card Payments:
Click on "Payment Preferences".
Enable the option to encourage customers to pay by card by removing bank details from the invoice.
10. Processing Fees
Set Up Processing Fees:
Click on "Processing Fees".
Configure card processing fees for customer card payments, specifying the percentage of the total invoice.
For more information on processing fees, click here.
This guide provides a quick overview of how to access and configure the various settings in Stagepay. For more detailed instructions on specific sections, refer to the respective articles.