Set up client billing for your Professional Primary Record Account

To bill clients for your services, you can set up billing for your clients in your Professional Primary Record account by connecting to Stripe. After setup, your invoices will be managed through Stripe, ensuring seamless payment processing for your clients.

1. On a mobile device or computer, open a browser, and sign into Primary Record.
2. In the top right corner, click your organization’s name.
3. On the left, choose Client billing.
4. At the bottom of the page, click Connect to Stripe. Primary Record will redirect you to Stripe, where you’ll create a sub-account linked to Primary Record.
   • If you don’t already have a Stripe Account, set one up by providing your information and account details, such as your business type, name, and EIN. You’ll also need your personal information, such as full name, email, date of birth, address, phone number, and Social Security Number (if applicable).
   • Next, choose and verify a bank account to which Stripe will to transfer your payments.
5. Once complete, you’ll be redirected back to Client Billing in Primary Record.
6. Confirm that the connection is active and properly configured.