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To accept money—through donation forms, events, or memberships—your organization connects a Stripe Connect account on the Payments page.

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Connecting an account

Express (recommended)

Advocora creates a Stripe account for you and walks you through a short onboarding.

Standard

Already have Stripe? Connect your existing account.
When connecting, you’ll name the account and pick an account type—501(c)(3), 501(c)(4), PAC, or Other.

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Knowing an account is ready

Each account card shows its status. An account is Ready only when charges, payouts, and details are all enabled. Until then it shows Setup pending—choose Resume onboarding to finish. Use Refresh status to re-check, and Set as default to make one account the default for new forms.
Forms and paid events can’t take money against an account that isn’t fully onboarded. If something says “Not ready,” finish Stripe onboarding here first.

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Recurring receipts & backfill

Set an organization-wide default recurring receipt template (and per-account overrides) so recurring gifts are always receipted. Each account also has a subscription backfill panel to import existing Stripe subscriptions—anything that can’t be matched automatically waits in Gifts match.
Configure a recurring receipt template before you turn on recurring giving, so your sustainers get a receipt from their very first charge.

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Verify the correct account

If your organization has more than one payment account, confirm the account label on each donation form, membership form, and paid event. Setting a default for new work does not mean every existing form has switched accounts. A successful connection is different from a successful charge. Review the individual transaction before telling a donor payment completed. For missing gift records, investigate reconciliation before recording another payment.