Connecting your Stripe account allows you to send invoices and accept payments directly through Shrlock. This ensures fast, secure, and professional billing for your clients.
Why it matters
Using Stripe for payments helps:
Streamline your billing process
Offer clients a professional and secure way to pay
Get paid faster with automated payouts
Step 1: Start the connection process
Navigate to the Invoices or Payments tab.
A modal will appear prompting you to Get Started with Stripe.
If you are not ready, you can dismiss the modal and continue using invoice tools to send invoices off-platform.
To hide the modal permanently, click Don't Show Again.
When ready, click Get Started to launch the Stripe onboarding flow.
Step 2: Complete Stripe onboarding
You will be redirected to Stripe’s secure onboarding process.
Confirm your account
Enter your business email and create a password
Set up two-factor authentication for added security
Provide business details
Select your business location and entity type
If you select Individual, proceed directly
If you select Company, provide additional details about your structure
Verify identity and business info
For Individuals: Provide your name, date of birth, address, phone number, and last 4 digits of SSN
For Companies: Provide legal business name, EIN, business address, and industry
Note: Stripe approval may take a few days, depending on your business structure and documents.
Step 3: Set up payouts
Connect your bank
Choose your bank and follow Stripe’s instructions to connect your account
Choose payout schedule
We recommend automatic daily payouts for faster client payment processing
Set your payout descriptor
Enter a descriptor name your clients will see on their statements (usually your business name)
Step 4: Review and submit
Double-check all details
Add any missing information
Click Submit to complete the application
You will be redirected back to Shrlock where your Stripe setup will show as Pending.
Approval typically takes 1–3 business days.
Tip: If you need to send an invoice right away, download it as a PDF and send it manually for off-platform payment until Stripe is approved.