You need to connect your bank account before sending your first invoice.

Why bank connection is required:

• Ensures smooth fund transfers from clients to you

• Prevents payment issues or funds getting stuck in limbo

• Allows Handoff to properly pay out your invoice payments

Bank connection process takes only 3-5 minutes. We use Stripe, a trusted U.S. payment processor. We'll send you to them to complete the connection.

Information you'll need to provide:

• Your name

• Business name

• Business address

• Services offered

• EIN or Social Security number

• Bank account for receiving payouts

Steps to connect your bank:

1. Navigate to the invoicing section

2. Follow prompts to connect your bank

3. You'll be directed to Stripe to complete the process

4. Verify your information

5. Add your bank account details

Benefits of completing this step:

• Enables invoicing feature

• Allows online payments from clients

• Ensures seamless money flow to your account

Remember, this one-time setup is crucial for using Handoff's invoicing and online payment features effectively.