To begin accepting payments through Safari Portal, you'll need to set up your Stripe integration. If you don’t have a Stripe account yet, you can easily sign up for one during the setup process. Already using Stripe? You can simply sync your existing account with Safari Portal to streamline your payment processing.

Step 1: Sign Up for a Stripe Account or Sync Your Existing Account with Safari Portal

• From the Integrations tab in your Account Settings, click Connect next to the Stripe option. (Please note: only the account admin can configure the Stripe integration.)
• • If you already have a Stripe account, connect using the same email you use to log in to your Stripe dashboard.
  • If you don’t yet have a Stripe account, you can create one directly through the onboarding screens.
  • • Once your transaction volume reaches a certain threshold, Stripe may reach out to request additional information. Please keep an eye out for any emails from them so your account remains active without interruption.

Step 2: Finalize Your Stripe Onboarding

Once your Stripe account is set up:

• Enable the payment methods you want to accept in your Stripe dashboard.
• • ⚠️ Do NOT enable card payments directly in Stripe. Card payments should be activated on an invoice-by-invoice basis through Safari Portal to give you better control over fees.
  • • This also means disabling any payment method in Stripe with the Type listed as Cards, Wallet, or Buy Now, Pay Later, including (but not limited to):
    • • Cards
      • Alipay
      • Amazon Pay
      • Apple Pay
      • Cash App Pay
      • Google Pay
      • Kakao Pay
      • Link
      • Affirm
      • Afterpay / Clearpay
      • Klarna

• • Keeping these switched off in Stripe ensures all card payments are managed correctly through Safari Portal.
  • • Heads up: if you enable card payments through Stripe, an option to pay by card will appear when your client opts to pay by "other payment methods" (e.g., ACH, Wire) and surcharging will not be applied. If you do not plan to use the surcharging feature then this is not relevant for you.
• Configure your own custom branding on your checkout page.

• Configure email notifications.

• ⚠️ Note: For US-based companies, Stripe currently only allows you to accept payment via bank wire in USD and EUR (from clients in SEPA countries). Bank transfers are not supported for US users for any other currencies, including CAD.
• • Stripe supports the following bank transfer methods:
  • • JPY bank transfers in Japan
    • GBP bank transfers in the UK
    • EUR bank transfers in the UK, US, and SEPA countries
    • MXN bank transfers in Mexico
    • USD bank transfers in the US, UK, and SEPA countries
• ⚠️ Also, note: Be aware that it is possible that Stripe will require some funds to be held in reserve.

Step 3: Create Your Invoice Template

Customize your invoice template to include:

•  Your company information
•  Your preferred card payment configuration
•  Your standard payment percentages and cadence
• Your preferred reminder schedule 

Step 4: Set up 2FA

Keep your account secure by enabling 2FA from your Account Settings.

🎉 That’s it! You’re all set. Start saving time and collecting payments effortlessly!