Join using Stripe

Join Toucan Collect - Stripe

IMPORTANT - PLEASE READ BEFORE CONTINUING

^{This guide is for customers who wish to connect their charity's Stripe account to Toucan Collect.}

^{If you do not already have a Stripe account please create one. We have an instruction guide called 'Register for a Stripe Account'. Please complete this step first then come back to this guide.}

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Log In or Sign Up

^{NB Only one authorised representative needs to apply for the Toucan Collect service.}

1. ^{Click on the Log In or Sign Up button on the Toucan Collect web page.}

2. ^{Complete the form to register for an account, or sign in with your existing user details.}

3. ^{If registering for the first time you will be asked to verify your email address. Please go to your inbox and click 'Verify Email Address'.}

4. ^{Once verified, you will be redirected back to the Toucan sign up panel.}

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Connecting your Stripe Account

1. ^{Tick to confirm you have the authority to enter into this agreement on behalf of your charity.}

2. ^{Tick to confirm you have read the Terms & Conditions. Please note the T&C's detail the pricing for the Toucan Collect service to it is important that you read them before continuing.}

^{Important: When creating a new account for Toucan Collect in Stripe, we ask you to duplicate your current Stripe account to create a unique instance specifically for Toucan Collect. This setup ensures that only transactions related to Toucan Collect will be visible to us, and no third-party transaction data will be accessible.}

^{To maintain the integrity of this setup, do not connect any other service providers to your Toucan Collect Stripe account after it's been created. This will prevent other services from having access to your Toucan Collect transaction data.}

Toucan Collect signup panel

1. ^{Press 'Next'.}

2. ^{You will then be redirected to the Stripe Connect portal to link your Stripe Account to the service.}

Stripe Connect Portal

1. ^{Press 'Create a new account'.}

2. ^{Use your Saved Information.}

• ^{Select your existing organisation from the list to create a duplicate account.}

Select your existing account

• ^{Review & Submit - review the organisation information to confirm its correct and press 'Agree and submit'.}

Stripe Account Onboarded Confirmation

1. ^{You will then be redirected to the Toucan Collect Signup panel.}

Toucan Collect Signup Panel

1. ^{Press 'Next'}

2. ^{Please review your prefilled application and add any information that is missing.}

3. ^{Press 'Next'}

4. ^{You may or may not be asked to enter in your bank account information depending on whether we hold an active Direct Debit Instruction for you on file.}

   1. ^{If we do not have your bank account details on file you will be asked to provide them.}

   2. ^{If we do have your bank account details on file these will be pulled through for you to check that they are correct.}

   3. ^{Press 'Save changes'.}

5. ^{Submit Application}

   1. ^{Check your information is correct and press 'Submit application'.}

Application submission page

1. ^{Application Submitted}

   1. ^{Once your account has been submitted the details will be sent to our customer services team to finalise the set up of your account.}

   2. ^{You will be contacted by email when your account is active. You can follow your applications progress here in the Signup Panel.}

Application submitted

1. ^{Account Approved}

   1. ^{Once customer services have approved your account you will see the application status change in the Signup Panel.}

Account Approved

1. ^{Tap to Pay on iPhone Terms and Conditions}

• ^{Before you can access the Toucan Collect panel to generate your campaign QR codes, an authorised person must accept the Tap to Pay on iPhone Terms and Conditions.}

• ^{Toucan Collect uses Tap to Pay on iPhone to process donations, and Apple requires acceptance of these Terms and Conditions to enable this feature. These Terms must be accepted before your campaigns can be made available to iPhone users.}

• ^{You will receive an email from our Customer Services department outlining the steps required. Once complete please return to the Merchant Panel.}

• ^{This only applies to iPhone. There is no requirement to complete this for Android.}

1. ^{Return to Merchant Panel}

   1. ^{Click on 'Go to merchant panel'.}

^{Now your application has been approved and have joined Toucan Collect, please go to our Toucan Collect Portal User Guide}