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Payments Account

What is the Payments Account?

The Payments Account settings page is where you configure your Stripe integration for processing partner commission payments. This allows you to automatically pay partners their commissions and manage all financial aspects of your partner programme.

What's on the Payments Account Page

Account Connection

  • Stripe Integration: Connect your existing Stripe account or create a new one

  • Account Status: Shows whether your payment account is fully configured

  • Account ID: Your unique Stripe account identifier

  • Onboarding Status: Whether you've completed all required setup steps

Payment Settings

  • Finance Email: Email address for payment notifications and invoices

  • Payment Schedule: How often commissions are paid out

  • Minimum Payout: Threshold amount before payments are processed

  • Currency Settings: Default currency for partner payments

Account Management

  • Account Details: Access to Stripe dashboard for detailed management

  • Payment History: Record of all commission payments made

  • Pending Payouts: Commissions ready to be paid

  • Failed Payments: Any payment issues that need attention

How to Use It

Setting Up Your Payments Account

Option 1: Connect Existing Stripe Account

  1. Click "Connect Existing Account"

  2. Log in to your Stripe account

  3. Authorise Journeybee to access your account

  4. Complete any additional verification steps

  5. Configure your payment settings

Option 2: Create New Stripe Account

  1. Click "Create Payments Account"

  2. Follow the Stripe onboarding process

  3. Provide required business information

  4. Verify your identity and bank details

  5. Complete account setup in Journeybee

Completing Account Setup

After connecting Stripe, you'll need to:

  1. Verify your business details

  2. Add bank account information for payouts

  3. Complete identity verification

  4. Set up payment processing

  5. Configure notification preferences

Managing Payment Settings

Finance Email Configuration

  • Set the email where payment notifications are sent

  • This email receives payout confirmations

  • Include finance team members as needed

  • Update when team members change

Payment Preferences

  • Choose payout frequency (daily, weekly, monthly)

  • Set minimum payout thresholds

  • Configure currency preferences

  • Set up automatic vs manual payouts

Stripe Integration Features

Automatic Commission Processing

  • Commissions calculated based on closed deals

  • Automatic transfer to partner bank accounts

  • Real-time payment status updates

  • Detailed transaction records

Payment Security

  • Bank-level security through Stripe

  • PCI DSS compliance

  • Fraud detection and prevention

  • Secure payment processing

Global Payment Support

  • International bank transfers

  • Multiple currency support

  • Local payment methods

  • Competitive exchange rates

Partner Payout Process

How Payments Work

  1. Partner refers a deal that closes

  2. Commission is calculated automatically

  3. Payment is queued for next payout cycle

  4. Stripe processes the payment

  5. Partner receives funds in their bank account

  6. Both parties receive confirmation notifications

Payment Timeline

  • Daily Payouts: Payments processed every business day

  • Weekly Payouts: Payments processed weekly on chosen day

  • Monthly Payouts: Payments processed monthly on chosen date

  • Manual Payouts: Payments processed when you trigger them

Payment Requirements

Partners need to provide:

  • Valid bank account details

  • Tax identification information

  • Identity verification documents

  • Payment preferences and currency

Financial Reporting

Payment Analytics

  • Total commissions paid by period

  • Average payout amounts

  • Payment success rates

  • Partner payment history

  • Revenue attribution tracking

Tax and Compliance

  • Automatic tax reporting (where applicable)

  • 1099 generation for US partners

  • VAT handling for EU transactions

  • Financial audit trails

  • Compliance documentation

Export Capabilities

  • Payment history exports

  • Partner payment summaries

  • Tax reporting documents

  • Reconciliation reports

  • Integration with accounting software

Troubleshooting Payments

Common Issues

Account Setup Problems

  • Incomplete business verification

  • Missing bank account information

  • Identity verification delays

  • Regulatory compliance requirements

Payment Failures

  • Incorrect bank account details

  • Insufficient account balance

  • Payment method restrictions

  • Regulatory blocks or holds

Partner Issues

  • Partners not receiving payments

  • Incorrect commission calculations

  • Payment disputes or queries

  • Currency conversion questions

Resolution Steps

  1. Check account status in Stripe dashboard

  2. Verify all required information is complete

  3. Contact Stripe support for technical issues

  4. Review payment logs for error details

  5. Communicate with partners about payment status

Security and Compliance

Data Protection

  • All payment data encrypted in transit and at rest

  • PCI DSS Level 1 compliance through Stripe

  • GDPR compliant data handling

  • Regular security audits and monitoring

Financial Regulations

  • Anti-money laundering (AML) compliance

  • Know Your Customer (KYC) verification

  • International banking regulations

  • Tax reporting requirements

Access Control

  • Admin-only access to payment settings

  • Secure authentication for account management

  • Audit logs for all payment activities

  • Role-based permissions for financial data

Best Practices

Account Management

  • Keep business information up to date

  • Monitor account status regularly

  • Review payment settings periodically

  • Maintain adequate account balance

Partner Communication

  • Clearly explain payment terms

  • Provide payment status updates

  • Offer support for payment setup

  • Document payment policies

Financial Controls

  • Regular reconciliation of payments

  • Monitor for unusual payment patterns

  • Set appropriate payout thresholds

  • Maintain backup payment methods

Important Notes

  • Only Admin users can configure payment accounts

  • Stripe account setup may take 1-3 business days

  • Some countries have restrictions on payment processing

  • Currency conversion fees may apply for international payments

  • Payment processing fees are charged by Stripe according to their pricing

This payment system ensures your partners get paid accurately and on time, building trust and encouraging continued participation in your partner programme.