Viewing Stripe Account Details
Under the Stripe Integration, Admins can view account details that include payments being processed, total earnings, and transactions.
Step-by-step:
- Click the ellipses (three dots) in the lower-left corner,
- Click Admin.
- Click Integrations.
- Under Stripe, click View Account Details.
Contact Us
Related Articles
Stripe Payouts
Stripe Payouts Report Admins can view Stripe Payouts from the Integrations Page. Stripe Payouts show the date an invoice was paid and the amount. A report can be pulled to see a more detailed view of each payout with the following information: Payout ...Account Details
The Details tab is your landing page when clicking on a client Account. It contains all Account Details in one location. The Details tab has expandable areas for: Account Details: Demographic information, technology solutions, and spouse/dependent ...Account Owner, What Does That Mean?
Account Ownership grants a Contact viewing and editing privileges of their Account. They can also invite other contacts, like a spouse, business partner, banker, etc., into Liscio. There can be multiple Account Owners per Account. Account Owners can ...Account Owner
Clients can be designated as Account Owners by their Firm Administrator. Account Owners have viewing and editing privileges that non-Account Owners do not have. This includes: Overview of Account information (Note: Client Service Teams will be ...Setting up Liscio Billing
Liscio Billing gives you and your clients a singular, secure space for payments and transaction billing. Clients won’t have to question an unfamiliar link in an email asking for their payment information. Integration with QuickBooks Online allows ...