How do I move funds from PayPal to Stripe?

To transfer funds from PayPal to Stripe:

1. Click Incentives in the left sidebar 
2. Click the Transactions tab in the upper right
3. Click the Transfer Funds to Stripe button
4. Enter the amount you would like to transfer
5. Click Next

Can I send money from Stripe back to PayPal? 

Yes, if you send your funds over too early you can to revert it back to PayPal:

1. Click Incentives in the left sidebar
2. Click the Transactions tab in the upper right
3. Click the Transfer Funds to Stripe button
4. Enter the amount you would like to transfer
5. Click Next

How do I switch a PayPal incentive to Stripe?

To switch a PayPal incentive to a Stripe incentive instead:

1. Navigate to the Setup tab within a campaign
2. Click Incentives from the left sidebar menu
3. Click the pencil icon to the right of the incentive 
4. Select Direct Deposit via Stripe as the payment method 
5. Click Save

See additional instructions here.

How do I create a new Stripe Incentive?

You can create a Stripe incentive for a campaign or an individual, the same as you would for any cash incentive:

1. Create a new campaign, or navigate to an existing campaign
   • If you use an existing campaign, you’ll have to set it to draft mode to make changes
2. Click the Setup tab (at the top), then the Incentives sub-tab (in the left sidebar)
3. Click the + icon to create a new incentive
4. Under Incentive type, select Cash
5. Under How will you pay?, select Direct Deposit via Stripe
6. Enter the payment amount
7. Select the fulfillment workflow stage (Pre-Payment or Post-Payment), or leave blank
8. Click Save

See additional instructions here.

How can I let my creators know about the change?

You can send a manual onboarding email by following the steps below:

1. Open the Influencer Admin Modal 
2. Click the Payments tab
3. Click Email reminder to send the creator a new onboarding email

What does the onboarding process look like?

For details on the Stripe onboarding process, please see this overview.

How do I know if a creator has finished onboarding to Stripe? 

Once a creator has completed onboarding, you will see a purple S next to their name in your campaign overview. If they have not completed onboarding, there will be a yellow circle with an exclamation mark. 

What happens if I send a creator the wrong amount? 

If you've sent a creator the wrong amount and need to reverse the payment, please submit a ticket here including the campaign name, creator name, and amount. 

Additional questions?

Please reach out to your Customer Success Manager or submit a ticket.