Alert: Accessing stripe Doc is accessible by the account's Main Admin by default, and is also a user privilege, so be sure that you give stripe doc access to any current users that will need to also add/delete/manage uploading information for Stripe Processing. Teammates > Users > Edit users > manage privileges.
1. Head to Settings on the web > POS > Stripe Documents
If you need to grant another user in your account access to Stripe Doc click the teammates tab below POS > edit the user's profile and Manage Privileges.
2. All previously uploaded files will live here. You can search for a document name, as well as filter by document type, clinic, and time period of when it was uploaded.
Document Types you can upload:
SS4
Driver's License
Social Security Card
Voided Check
Bank Letter
3. Under Actions, you can download any already uploaded files from here if needed, and you have the option to delete files from the repository.
4. If you need to download multiple files at once, you can use the checkboxes to the left of each file name, then Download over to the right.
Adding Files to the Repository
5. To add new documents, click Add File over to the right.
6. All of the following needs to be completed in order to proceed here:
Upload the file in image or PDF format
Name the File (i.e., Bank Letter for Charming Wrinkles Medspa)
Select one of the 5 file types provided
Select the Clinic that this file needs to be tied to. This is important if you have multiple clinic locations in your account, each with a different connected POS.
7. If you would like to add multiple documents in the same upload, you can do so by clicking the Add More Documents button.
Each file will still upload as its own individual document, and as its own line item.
Be sure to save when you are finished; if any required fields are left empty you will be prompted to fill the information before you can save.
8. Additional Information and FAQs:
if you have any documents that are restricting your Stripe account, you will receive an email notification from info@aestheticrecord.com with the documents needed for Stripe's end.
You will need to follow the steps above to upload the missing documents and our Stripe Specialist will be able to download and pass to Stripe from there.
This allows you to feel safe about uploading private information for you and your business in your secure and compliant platform.