How to onboard a vendor with Stripe

Onboard a vendor with stripe

Onboarding a vendor with stripe will enable the vendor to accept payments for orders via the app.

Note, these instructions assume the vendor already has a Stripe account. Visit stripe.com to create an account. If you have multiple Stripe accounts, please ensure you are logged into the account you want to link and logged out of any accounts you don’t want to link.

Steps

1. From the left-hand side menu in building or client admin, select My Building> Building.
2. On the building screen, navigate to the building that has the vendor you want to delete and click Vendors > View Vendors.
   
3. On the vendors list screen, navigate to the vendor you want to onboard and click Actions > Stripe Onboarding.
   
   
4. On the Stripe Account Onboarding screen, click on Click for onboarding link and select and copy the link.
   
5. Paste and search the link in a new browser window. Follow the prompts with Stripe to connect the vendor with CBRE Host.
6. When the vendor is successfully onboarded, the status on the Stripe Account Onboarding screen will change to Onboarded.