Mobile Payments Setup
Written by Cheri Klussendorf
Updated at May 7th, 2025
Table of Contents
Payments are currently only offered to companies registered for business in the USA.
Set up Payments for your dealership:
To connect your account to your dealership banking, you should work with your accounting department and ExpertConnect Admin to create a stripe account. We suggest sending an email to your accounting department to inform them of your dealerships decision and enlist help on a Dealer Business System workflow for employees, and initial stripe integration set up.
Hey “Amy in Accounting”,
We would like to enable a payments integration with ExpertConnect to start receiving payments from Customers via text. In order to do that I need your assistance to set up the bank account information and finalize a dealer business system workflow for our advisors to follow. I will need the following to set up a stripe integration:
- Registered billing address
- Business ownership structure details
- Business EIN (USA), BN (CA), or NEQ (CA Québec)
- Business industry and general product description
- Personal details of the individual submitting this connection
-
Bank account (to receive payouts)
- USA: routing number and account number
- CA: transit number, institution number, and account number
Here is an article on Mobile Payments for Accounting for you to review to understand why I am asking for this information. I will be inviting accounting employees into the ExpertConnect account to reconcile any payments made by customers.
Thanks for your help,
“ExpertConnect Admin”
After sending this email, be sure to invite appropriate Accounting Employees into your ExpertConnect account.
Once you have met with accounting and have a Dealer Business System workflow created and have the following list of things for creating your Stripe Integration:
You will need:
-
- USA: routing number and account number
- CA: transit number, institution number, and account number
Follow these easy steps to configure the Payments feature for your account. To complete this payment connection, you must be someone authorized to sign on your organization's behalf. You will create a separate login to ensure access to payment-sensitive details.
- Navigate to the Admin tab find the Connections Box
2. Select the Connect button next to the Receive Payments feature.
3. Follow the Stripe step by step instructions to create your stripe integration.
4. Once the connection is complete you will see Connected next to the Receive Payments feature in the Admin Tab. We recommend setting the payout schedule and updating the payment statement descriptor to something your customers will easily recognize.
5. Invite your Accounting representative to ExpertConnect to Reconcile Payments with your Dealer Business System daily.
a. Navigate to the Manage tab.
b. In the top left right find the Invite Advisor box, fill in accounting employee’s information.
c. Select Manager from the Role box to give your accounting employee manager status and access to the Payments tab.
d. Make sure to add your Manager to the Teams that will be taking Payments. Once they are added to a team they will see the Payments Tab in the left menu.
e. Accounting Employee will receive a text message & email with a link to register for ExpertConnect with your organization
6. The Payments feature needs to be turned on for each team. You can do that from the Team Settings. Please click on Team information then Edit Team. Turn on the Enable Payments, scroll to the bottom of the screen and click on save.
Important Payments FAQ's:
Q: Is there any limit on how much I can request in payment through ExpertConnect?
A: There is a $50,000 per payment limit.
Q: What are my options for how customers can pay for an ExpertConnect payment request?
A: Only Credit Cards are currently accepted.
Q: What kind of fees are there with requesting payments through ExpertConnect?
A: There is a fee for the dealership of 3.25% + $.30 per successful card charge. This includes everything you need to manage Payments, with no other set up fees, monthly fees or hidden fees.
Q: Am I creating a Stripe account?
A: Yes, when you connect a funding source you are creating a Stripe account behind the scenes. This specific account will be an Express account not a Standard account.
Q: What if we already have a Stripe account?
A: No problem. You can have multiple Stripe accounts.
Q: Can I log into my Stripe Express account?
Yes. You can log into your Stripe Express account by going here. Here is an article that explains specifically what you have access to on a Stripe Express dashboard. Within ExpertConnect you are able to:
- Issue full refunds
- See all payments side by side within the Payments tab
- View payment receipts
- Download reports that are being sourced directly from Stripe
- Receive bank payout email notifications (choose who receives these)
- Customize your payout schedule
Q: Why is the Date Paid time on the receipt different then the ticket activity notification?
A: Stripe uses UTC time which is shown on the receipt. This can't be changed on our end.