SettleWiseRegisters & CashWhere money sits
RG-02Give card money a home

Send card payments to one register

Card payments come through Stripe. They should always land in the same register.

Track

Where money sits

Phase

Give card money a home

Starts with

Card money unplaced

Ends with

Stripe register set

You are here

RG-02
  1. RG-01Choose where a payment lands
  2. RG-02Send card payments to one register
  3. RG-03Move money between registers
  4. RG-04Record and correct a deposit
  5. RG-05Reconcile a register

The situation

Without a destination register, card money has no place and needs manual work.

What starts it

An admin sets the Stripe destination register.

How it unfolds

AdminSystem
  1. 1

    The admin opens Settings → Integrations → Stripe Payments

    Admin

    Stripe must be connected first.

  2. 2

    The admin picks a USD register and clicks Save register

    Admin

    This is the key moment of the journey: card money gets a fixed place. This is the key moment of the journey.

  3. 3

    SettleWise assigns older unassigned Stripe payments to it

    System

    Any it cannot assign are reported for review.

  4. 4

    Every new card payment lands there automatically

    System

    No one chooses a register for card money again.

Who's involved

Admin

Configures registers, partners, reminders, and integrations.

System

Automates emails, matching, reminders, and sync.

What each person sees

Admin

How many older Stripe payments were assigned when saving.

Why: Know the history is placed too.

The rule to remember

Card money always has the same home.