Before creating any campaign or membership, you need to set up a payment account so you can receive donations and membership payments. Ideali uses Stripe to process payments, and you complete the whole Stripe setup right inside your Ideali dashboard.

Create Your Payment Account

1. Log in to your Ideali Organizer Dashboard.
2. Go to Settings.
3. Click Payment Account.
4. Click Add.
5. Enter an Account Name and select your Payment Currency (USD or CAD).
6. Under Complete your Stripe account setup, click Add information.

Note: Ideali supports payments in USD and CAD. The currency you choose here is the currency donors and members pay in for every campaign or membership that uses this account. If you want to collect in both currencies, create a separate payment account for each.

Complete Your Stripe Account Setup

The Stripe setup form opens on the same page. Fill in each section and click Continue to move to the next one. The sections you see may vary slightly depending on your country and business type.

1. Business type
Choose your business location and business type.

2. Personal details
Enter the account representative’s legal name, email address, job title, date of birth, home address, and phone number. Stripe uses this to verify your identity, so enter your name exactly as it appears on your government-issued ID.

3. Business details
Select your industry, enter your website, and write a short description of how you collect money, such as donations or memberships.

4. Bank details
Add the bank account where you want your funds paid out.

5. Public details
Set your statement descriptor, which is the name people see on their bank or card statement, and add a customer support phone number.

Tip: Use your organization’s name or website as the statement descriptor. People are less likely to dispute a charge they recognize.

6. Fraud protection
Choose your Stripe Radar plan. You can continue with the included baseline protection (Lite) or choose a paid plan.

7. Tax calculation (optional)
Opt in to Stripe Tax, or click Not right now to skip this step.

8. Review and submit
Check your information and use Edit to fix anything. When everything is correct, click Agree and submit.

Save Your Payment Account

1. After you submit, you will see Stripe Account Connected along with your Stripe Account ID.
2. Click Create Payment Account.

If you need to start the Stripe setup again, click Clear Connection before creating the account.

Account Verification

Your new payment account will appear in the Payment Accounts list with the status Under Review while Stripe verifies your information. Verification is usually quick, but it