Switching Payment Processing

It's rare that an organization will change Stripe accounts after establishing their account. However, in the event you need to make a switch, here's what to expect (and avoid!) when making a switch.

How To Change Payment Processors in PTOffice:

  1.  Login to PTOffice
  2.  Choose SETTINGS from the hamburger menu in the upper-left hand corner
  3.  Select ONLINE PAYMENTS and then click the DISCONNECT button to break the connection to your current Stripe account
  4. Choose the CONNECT button to connect to a new Stripe account

Payment Plans Explained:

FREE OPTION WITH TIP - most popular!: With this option, the purchaser will be presented with an optional "Tip Jar" at checkout to help cover our processing fees. This tip is covered by the customer and does not come out of your profit. This portion of the charge is electronically directed to PTOffice.

4.9% PTOFFICE FEE: With this option, the Tip Jar will be removed and a required 4.9% processing fee will be applied at checkout. You have the option of adding this fee to your customer's order (customer covers the cost) or having the fee removed from the amount received from the purchase (organization covers the cost). This portion of the charge is electronically directed to PTOffice.

NOTE: Stripe will deduct 2.2% + 30c for each credit card transaction (qualified non-profits)

Good To Know:
You will need to go to each store and membership fee and uncheck and then recheck the credit card payment option to engage this new account.

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