How do I set up ShootProof Pay in my account?

Article author
Karen
  • Updated

Setting up ShootProof Pay in your account is easy! Simply follow the guided steps and you'll be ready to offer your clients a safe and easy way to pay you through their online galleries and invoices. 

 

How do I set up ShootProof Pay?

To add the ShootProof Pay payment processor to your account, you must first create a payment account, then activate the payment gateway. ShootProof Pay will walk you through the process step-by-step!

*You must be the ShootProof account owner in order to set up ShootProof Pay in your account. 

 

1. Go to the Account icon at the top right and navigate to Accept Credit Cards.

Click Start Setup.

 

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2. Click Create Payment Account.

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3. Click Authorize and enter your ShootProof username and password.

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4. Create your new payment account. Enter your business name, your phone number, and agree to the terms of use.  

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5. Select whether you're an Individual, Sole Proprietorship, Partnership, LLC, or Corporation.
If you're an Individual or Sole Proprietorship, you'll be prompted to enter your name, and if you're a Partnership, LLC, or Corporation, you'll be asked to enter your business name.

**Once you set up ShootProof Pay, you will not be able to change this designation on your own. If you need to switch at a later time, please contact Support for assistance. 

 

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If you select Individual/Sole Proprietorship, the verification process includes entering information such as your date of birth and SSN, as required by financial regulators. If the information you enter does not exactly match the information on file with the IRS, you'll be prompted to upload an image of a government-issued photo ID. 

If you're interested in forming a Partnership, LLC, or Corporation, learn how to obtain an EIN here.

 

If you choose to set up as a Partnership/LLC/Corporation, the information you enter in the verification step must match the information on file with the IRS exactly.

When in doubt, reference your Letter 147C or the SS-4 Confirmation letter that you received from the IRS to be sure your legal name and Tax ID match. For more information about these documents, and to learn how to request them from the IRS, click here.

 

See Stripe's Privacy Policy for details about the security of your personal data.

 

6. Complete the verification process in Stripe.

Be sure to enter accurate information in these fields. If you've chosen Individual/Sole Proprietorship, enter your Social Security Number for verification. If you've selected Partnership/LLC/Corporation, enter your EIN for verification. 

For more information regarding using your SSN vs. EIN, click here.

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Enter your Industry (Personal Services > Photography Studios) and website information. 

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When all of the information is accurate, click Submit.

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7. Add the bank account where you'd like payouts sent. 

 

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Plaid technology connects your bank account to ShootProof Pay securely, quickly, and easily. Select your financial institution from the list and enter your username and password.

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If your bank is not supported by Plaid, you will still have the option to manually verify your bank account using your bank account information and small test deposits. Just click the Link with account numbers button on the page. 

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After you enter the information, watch your bank account for the test deposits, which should come in the next 1-2 days. Once you receive those, go back to your Stripe setup and add those deposit amounts to complete the verification. 

 

8. Confirm your Payment Descriptor and Payout Schedule.

The Payment Descriptor indicates what your clients will see on their bank statement and must be fewer than 22 characters. 

Choose whether you'd like your automatic payouts to be sent to your bank Daily, Weekly, or Monthly. There are no fees associated with transfers to your bank account!

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8. Once your Payments Account creation is marked as Complete, Activate the Gateway.

You will not be able to active the gateway until the verification process is Complete. If you see that verification is pending, check back later to activate the gateway.

Once you activate the gateway, your orders and invoice payments will be processed through ShootProof Pay!

 

 

 

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