Manage Your Stripe Account with the Stripe Dashboard

Use the Stripe Dashboard to view account reports and payment and payout details. You can also respond to payment disputes (also known as chargebacks) in the Stripe Dashboard.

Visit Stripe documentation to learn more about the Stripe Dashboard basics at stripe.com/docs/dashboard/basics.

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Access the Stripe Dashboard

To access your Stripe Dashboard, navigate to the Add-Ons section under the Admin tab, then click View Dashboard in the Payment Processing section.

When you log in, your Stripe Dashboard opens on the Home Tab. This page provides an overview of account activity. You can navigate to other sections of the Stripe Dashboard using the menu on the left side.

• Payments: View payment details for:
  • All transactions.
  • Succeeded payments (successful payments).
  • Refunded payments .
  • Failed payments (failed or declined payments) - Declined payments will include a reason for why the payment was declined.

    IMPORTANT:  Do not create payments or process refunds from the Stripe Dashboard. Payments and refunds processed through the Stripe dashboard will not display in Fusion and cause a discrepancy between Fusion reporting and Stripe Dashboard reports.

• Balances: Review payouts (deposits to your bank account) and payout details for completed, upcoming and recent payouts. Click on a payout from the payout list to see the related transactions.
• Customers: View a breakdown of transactions per customer, customer details and charges per customer entry.

  IMPORTANT:  Do not delete customer records. Deleting customers from your Stripe Dashboard will cause a problem with the Payments function in Fusion.

• Reports (located under the More link): Reconcile Stripe & your bank account using the balance and payout reconciliation reports.
• Radar (located under the More link): Contains additional rules for addressing specific reasons for declined payments. 

  NOTE:  The Postal Code rule can be adjusted or disabled if payments are failing due to issues with Zip Codes. We recommend that you disable to Postal Code rule only if you have first verified with the client/cardholder that the correct zip code is being used.

Update your Stripe Account

You can update your Stripe account directly from your Dashboard. To edit business or bank account details, such as Business Address or EIN, click the Settings icon and select Settings, then scroll down to the Business Settings section.

1. Click the Settings (gear) icon 
2. Select Settings.
3. Scroll down to the Business Settings section.

Learn more about how to Manage and Update your Stripe Account.

Learn more about how to Add a Bank Account for Payouts.

Manage Multiple Stripe Accounts

You may have Multiple Stripe Accounts associated with the same email address. If you enrolled in Ensora Payments with Stripe using the same credentials (email address and password) you used for an existing Stripe account, you can switch between these accounts by clicking the Account Name in the top left corner of the dashboard, then selecting a different account. When you are logged into your Stripe account for Fusion, you will see an Fusion tab in the bottom left corner.

Handle Payment Disputes or Chargebacks

If a payment dispute (also known as a chargeback) is issued by one of your clients, Stripe will send you an email with details and information. You can Handle Payment Disputes or Chargebacks in the Stripe Dashboard. Using Best Practices for Chargebacks can help prevent chargebacks from occurring.

Learn more about Responding to Disputes.

Learn more about How Disputes Work.

Stripe Account Security

A device compromise can occur when someone gains access to a computer, phone, email account, or browser session used to access your Stripe account. An unauthorized person may then appear to be a legitimate user and make sensitive changes.

Prevention

• Secure devices: Keep your operating system, browser, and security software up to date. Use a strong screen lock and avoid shared, public, or unmanaged devices.

• Use unique credentials: Use a long, unique Stripe password stored in a password manager. Never share passwords, verification codes, or recovery links.

• Protect email and two-factor authorization: Secure the email account associated with Stripe, and enable two-factor authorization for every person with account access. Never approve an unexpected sign-in request.

• Review sensitive changes: Regularly review account users, email addresses, bank or payout details, and API keys. Promptly remove former employees or unnecessary users.

• Watch for phishing: Treat unexpected password-reset emails, sign-in prompts, or support requests as possible phishing attempts. Go directly to the trusted Stripe sign-in page rather than using an unexpected link.

If you suspect a compromise

1. Stop using the affected device for account access and secure the device and associated email account.

2. From a known-safe device, change passwords and review account users and sensitive settings.

3. Review recent activity and promptly report unfamiliar changes or transactions.

Why account recovery can take longer

Recovery may require additional identity and personal-information checks when a device or email account may be compromised, and requires that you first secure your compromised device to prevent further compromise. We may confirm account ownership or request documentation multiple times before restoring access. This can take longer, but helps ensure access returns only to the legitimate account owner.

Contact Stripe Support

Stripe Support is available for questions about your Stripe account and dashboard. Stripe Support may also email you directly regarding account updates and chargeback matters. To access Stripe Support through the dashboard, click the Help (question mark) icon.

For payment-related questions not related to your Stripe Account, contact the Ensora Payments team at payments.support@ensorahealth.com

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