Configuring Your Financial Settings: Stripe and TaxJar

Configuring your financial settings is designed to be a simple, secure, and straightforward process. We've streamlined the setup so you can quickly manage your payment methods, billing information, and transaction preferences with ease. 

CC Processing Fees - will be handled in Stripe settings and will allow each client to name this what they would like.  We have rules that will not allow naming it "CC Fee" or anything similar.  There are laws/rules by state that are spreading across the country to eliminate or change the rules around these fees.  Here's some light reading on the subject: https://www.lawpay.com/about/blog/credit-card-surcharge-rules

• This fee will display within invoices and will be included in the total.

Stripe

1. Click on Settings (left menu)
2. Click on your Name (bottom of the list)
3. Click on Stripe
4. Click Set Up Account
   
5. Enter in your Contact Information
   
6. Click Submit

TaxJar

1. Click on Settings (left menu)
2. Click on your Name (bottom of the list)
3. Click on Tax Config
4. Click on Add New Nexus
   
5. Add any States you wish to charge Sales Tax in
   
6. Click Save