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School-level feature — managed within your school portal at yourschool.deandesk.com. Your school’s Stripe account is configured here. Institution membership collection and DeanDesk platform subscription billing are managed separately from the institution dashboard.

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Video walkthrough

This walkthrough uses the real DeanDesk interface with the fictional Northstar Academy demo school and a calm, AI-generated English voice. Payments and outside services are not connected in the demo.
Screenshots use fictional Northstar demo data. Payment and integration screens illustrate the demo setup; no live transactions or connections are shown. DeanDesk uses Stripe to process all payments. The Stripe Configuration tab lets you connect your Stripe account, monitor account health, switch between test and live mode, and configure customer cancellation of finite plans. Open Finance → Stripe in the admin sidebar.

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School and institution billing

This page manages the connected Stripe account that receives your school’s customer payments. Manage the institution’s DeanDesk plan and its payment method from the institution dashboard. Those settings do not select the account that receives school tuition or program payments.

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Connecting your Stripe account

The Setup Progress card guides you through four steps:
1

Create Stripe account

Click Create Account. In the Create Stripe Account dialog, provide:
  • Email Address — the email address for your Stripe account
  • Country — where your organization is located (US, Canada, UK, Australia, Germany, or France)
  • Account Type — choose Standard (full Stripe dashboard access with more customization) or Express (simplified setup with limited dashboard access)
Click Create Account to generate your connected Stripe account.
2

Complete onboarding

Complete the embedded Stripe onboarding form on this page. Start Onboarding brings that form into view. Stripe walks you through:
  • Business information (name, type, address)
  • Identity verification (government ID, tax identification number)
  • Bank account for payouts
  • Any additional compliance requirements
If the embedded form cannot load, use the hosted fallback. It opens Stripe in the same tab and returns you to DeanDesk when finished.
3

Verify capabilities

After onboarding, Stripe verifies your account. The Verify Capabilities step shows whether Charges (accepting payments) and Payouts (receiving funds) are enabled. This may take a few minutes or require additional documentation.
4

Ready for payments

Once both capabilities are enabled, the Ready for Payments step shows All Systems Go and you can start collecting payments.
Stripe may request additional documentation after onboarding if it cannot automatically verify your identity or business. Check your email for any follow-up requests from Stripe.

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Account status

The Account Status card shows your Stripe account health at a glance:
  • Account ID — your Stripe Connect account identifier
  • Type — Standard or Express
  • Charges — Enabled or Disabled; whether your account can accept payments
  • Payouts — Enabled or Disabled; whether your account can receive payouts to your bank
  • Environment — whether you are in test or live mode
  • Setup Progress — a progress bar showing your completion percentage
The status badge summarizes your overall state:
Northstar demo: Stripe

Northstar demo — Stripe

Open full-size screenshot

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Account requirements

If Stripe requires additional information or verification, an alert appears at the top of the page with the number of outstanding items:
  • Action Required — Stripe needs information now; payments or payouts may be blocked until you complete it
  • Upcoming Requirements — Stripe will need information later for ongoing compliance
Click Complete Now to open the Stripe account update form and address the requirements.

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Account balance

Once connected, the Account Balance card displays:
  • Available — funds ready to transfer to your bank account
  • Pending — funds still settling; timing depends on your Stripe account and payment method

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Test mode vs live mode

The Environment Configuration card shows the Current Mode (Test Mode or Live Mode). Use the switch between the Test and Live labels to change modes. Switching modes requires confirmation. A Switch to Live Mode? or Switch to Test Mode? dialog explains the implications; click Switch to Live Mode or Switch to Test Mode to confirm, or Cancel to keep the current mode.
Start in test mode to verify your products, pricing plans, and checkout flow before switching to live mode. Never use real card numbers in test mode, and never use test card numbers in live mode.

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Managing your account

From the Account Management card, you can:
  • Account Settings — open the Stripe-hosted account update page to change business information, bank details, or complete verification requirements
  • Replace Account — disconnect your current Stripe account and create a new one. Your old Stripe account remains active in Stripe but is no longer connected to DeanDesk. Use this if you need to start fresh with a different account.
  • Disconnect Account — remove the connection between your school and your Stripe account without creating a replacement. This stops your school from accepting new payments until you reconnect.
Review existing subscriptions and outstanding payments before disconnecting or replacing an account. The old account remains in Stripe; verify ongoing billing there as well as the new connection before accepting new payments.

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Finite-plan cancellation policy

In the Customer Subscription Cancellation section, use Allow customers to cancel finite subscriptions early to control whether customers can cancel limited-payment plans before all scheduled installments have been collected. When disabled, customers are directed to contact the school office. Admins can still change or cancel those plans from school finance tools. Unlimited recurring subscriptions are unaffected. See Enrollments and Subscriptions.

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Environment and catalog checks

Test and live connections are separate. Confirm the active environment before reviewing payments or taking billing actions. Switching modes does not turn a test payment into a live payment. Account replacement recreates the product catalog for the replacement connection. Review the result and complete onboarding before accepting payments; if the page reports that catalog migration did not finish, resolve that issue before retrying customer checkout.