Viewing Stripe Account Details
Under the Stripe Integration, Admins can view account details that include payments being processed, total earnings, and transactions.
- Click the ellipses (three dots) in the lower-left corner,
- Click Admin.
- Click Integrations.
- Under Stripe, click View Account Details.
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 ...
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 ...
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 ...
The Login Details Section
The Login Details section allows Account Owners to share account access information (such as logins for bank accounts, QuickBooks, Bill.com, etc.) with their firms and other Account Owners in a secure environment. This tab is available for all ...
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 ...