Stripe Connect Payout Setup in Ordafy

Why payout setup is required

Ordafy uses Stripe Connect so card payments from Business, Shop checkout, POS (/pos/dashboard/till), and Payment Links (/pay/dashboard) settle to your bank account. Open the flow from Payout (/payouts). Until Connect is complete, card checkout and many marketplace visibility rules stay blocked—even if your products look finished.

What unlocks after approval

• Card checkout on Shop
• Card / Tap to Pay on the POS till (device permitting)
• Payment Links collecting cards
• Balances, schedules, and transfers on the Payouts dashboard
• Eligible catalogue visibility on the marketplace where payout readiness is required

You can still draft catalogue items and, in many cases, record cash or bank-transfer style payments before cards go live.

What to prepare

• Government ID for the account representative
• Legal business name, address, and company number (limited companies / LLPs)
• UK (or local) bank account details—companies should use an account in the legal entity name
• A Team member with financial/billing permission to run the form

Steps inside Ordafy (stay on Business)

Onboarding is embedded: Stripe fields render inside Ordafy Business (and the mobile app when you open payout setup). You are not sent away to “figure out Stripe alone” to begin.

1. Open Payout (/payouts).
2. Choose Start payout setup or Continue payout setup.
3. Business type — Individual / sole trader, Company, or Non-profit. Companies also choose structure (e.g. private limited company, LLP). Complete this first if you trade as a registered company. If the form opens on Personal details, use the step menu and select Business type before continuing.
4. Personal details — Legal name, date of birth, email, phone, and home address for the owner/director.
5. Business details — Registered name, business address, company number where required, and what you sell.
6. Bank details — Payout account in the correct country format.
7. Return to Payouts when Stripe shows the account ready; refresh if the gate still appears.

Individual vs company

Select Company when you have a registered limited company, LLP, or similar. Select Individual / sole trader when you trade in your own name without a separate registered entity. This choice changes the documents Stripe requests for the rest of the form.

Verification and timing

Many UK organisations finish in one sitting. Stripe may still ask for SMS/email verification, ID upload, or extra documents. Progress saves—use Continue payout setup later. While verification is pending, keep serving customers with allowed offline methods and avoid promising card checkout dates you cannot meet.

After approval — daily habits

• Watch available vs pending balance on /payouts
• Reconcile with Financials (/financials) and Orders / Bookings
• Expect refunds and disputes to move balances before the next bank transfer
• Keep bank details current; update through the payout settings Stripe exposes in Ordafy when you change accounts

Troubleshooting

• Stuck on the Payouts gate? Finish every required step (especially Business type), refresh, and confirm no Stripe errors remain.
• Verification pending? Upload requested docs; cash/bank recording may still work.
• Cards fail only on POS? Confirm device capability and network after Connect is already active.
• Shop listing hidden? Publish the product/service and confirm payout readiness plus organisation profile completeness.
• Need help? Contact Ordafy via Support with organisation name and a screenshot of any Stripe message.

Frequently asked questions

Who can complete setup?

Users with billing or financial manage permissions. Others see a message that an admin must finish onboarding.

Is Stripe a separate subscription?

Connect is how Ordafy pays you out. Your Ordafy plan remains under Billing (/settings/billing); see Pricing for platform fees.

Can I sell before Connect finishes?

You can prepare catalogue and some non-card flows, but do not market card checkout until Payouts shows ready.

Does this cover Expenses?

No. Expenses (/expenses) is for logging costs; Connect is for receiving customer card funds.

Finish payouts, then trade

Complete setup under /payouts, then list on Shop via Become a provider. Next: first product, financial dashboard, and POS till.