How do I set the payment methods to receive payments? - PledgeBox

How do I set the payment methods to receive payments?

Open your Pledge Manager project, expand Dashboard, and select Receive Payment. The current page has Stripe, PayPal and Bank Account tabs.

Receive Payment tabs Stripe PayPal and Bank Account outlined in red
Receive Payment. The red outline marks the three setup tabs. Open the image to view it at full size.

Connect a Stripe account

  1. Open the Stripe tab.
  2. Review the currently connected account, if one is shown.
  3. Use the Stripe connection button and complete the provider’s authorization flow for the intended receiving account.
  4. Return to PledgeBox and check the connected account displayed on the page.

The current interface identifies who connected the account and which Stripe account is connected. Do not replace an existing account without checking which project payments it receives.

Set up PayPal

  1. Open the PayPal tab.
  2. Review the credit-card requirement on Pricing Plan for PledgeBox fee billing.
  3. Obtain the intended Live app’s PayPal Client ID and PayPal Secret from PayPal.
  4. Enter them in the matching PledgeBox fields and save.
  5. Check the saved configuration and resolve any error before collecting payments.

PayPal receipts go to the connected PayPal account. The current hint states that PledgeBox fees are charged daily to the billing card based on daily revenue. See PayPal setup.

Receive payments through Bank Account

The Bank Account tab configures a Stripe Express receiving account and bank payout route. It is not a separate payment processor.

The current page asks for account-holder name, account type, bank account number, routing details, country and currency. Availability depends on the supported countries and options shown on that page.

The current hint states that the payment interval is monthly. It also states that when both Stripe and Bank Account are enabled, payouts use Bank Account by default. Review this behavior before changing the receiving configuration.

The account owner should verify all bank details and complete any provider onboarding or verification requested. Never send bank details, Client Secrets or account passwords to support in email or screenshots.

Before sending surveys

  • Confirm the intended receiving account.
  • Review the project’s plan and billing method.
  • Preview the survey and check which payment choices appear.
  • Check the provider’s payment result and payout status separately.

A connected-account label alone is not proof that a payment or bank payout succeeded. For availability and payout timing, see When funds become available. For collection mechanics, see PledgeBox fees.