Payouts & Billing

Connecting A Payment Method

The Payouts and Billing settings allow you to connect a credit card or bank account as well as connect to your Stripe account in the Owner Panel. The Primary Payment Method is what Bbot will use to charge for SaaS fees, implementation fees, hardware costs, etc. 

To begin, click ‘Payouts and Billing’ under the 'Financial' section of the Owner Panel.

The first step, if not already completed, will be to add your Billing Contact Information. You will not be able to add a Primary Payment Method without adding a Billing Contact email address. Enter the desired email and click ‘Save Email.’  Note: that this email can be updated at any point!

After saving your Billing Contact Information, you will be able to click on ‘+ Add a Payment Source’.

You will have the option to add a Payment Source in three different ways:

1. Credit Card

Enter your credit card information and click ‘Save’.

2. Bank Account via Micro Transaction Verification

3. Pay by check

If you wish to pay by check please contact

Enter your Full Name, Routing and Bank Account Numbers, and Account Type, and click ‘Save’.

This will immediately save as an Unverified Payment Method and cannot yet be used as a Primary Payment Method. To verify a payment method, click on the payment method. This should expand the box to show two buttons: 'Delete payment method' and 'Verify'. Click the "Verify" button. Follow the instructions on the screen to complete the verification process. Note: This is the only payment method that requires verification.

Bank Account via Plaid

Once you click ‘Link Bank Account’ you will be prompted to enter your bank details via the Plaid Platform. 

After you have successfully added a Primary Payment Method, you will be able to view it from the ‘Connect Payment’ page.

You have the option to connect multiple Payment Methods, but you can only select one to be the Primary Payment Method. If at any point you’d like to change or delete your Primary Payment Method, you can do so by clicking it and selecting the desired option.

Please view this page If you have any questions or concerns about Plaid Security, or reach out to

Viewing Active Bills

The 'Active Bills' section allows you to view bills and ongoing subscriptions.

Connecting Your Stripe Account

Stripe creates a mini bank account that you own and control. Your money appears in that account, and from there it is automatically transferred to the external bank account of your choice. 

Please use our Stripe FAQ article for frequently asked questions.

1. Click on 'Stripe Payout Settings' then 'Connect With Stripe' and you'll be directed to the Stripe Dashboard to enter the necessary information. 

Note: If you operate other restaurants that use Bbot, see Stripe and Multi-Unit Chains.

2. You will need to enter the information shown below including the type of business entity and your phone number for verification.

You also have the option to have payouts transferred to a debit card instead of your bank account, as well. Simply enter the card number and expiration date to have it connected. 

3. After you've connected to Stripe, click on 'View/Edit Dashboard' and make sure nothing else needs to be verified (i.e., email address). In some cases you may be asked to verify the identity of one responsible individual who will have the authority to recover this account. Most customers choose the accountant for this “account owner” role. It does not need to be the literal owner of the company.

If you need to connect your Stripe account to a different external bank account, you can do that from the Stripe Dashboard. If you need to change to a completely different Stripe account (e.g. with a different owner email), contact and ask us to disconnect the existing account so you can change it.

Payout Settings

Once you've connected your account, you're able to configure your payout schedule, either daily or weekly. 

If you select 'Once Per Week' then you will be prompted to select a specific 'Payout Day' from the drop-down menu. 

Selecting ' Collect All Card Charges For 1 Business Day Into 1 Payout' will trigger Bbot's Accounting software to collect all card charges for 1 business day into 1 ACH payout to your bank. 

Checking this setting may result in a slight delay in funds reaching your bank account, but will mean that every ACH transfer is associated with a single day of business, rather than multiple, which may help you manage your books more easily. 

This setting differs from Bbot's default accounting behavior which batches ACH payouts as soon as credit card charges clear. For more information on standard behavior, please visit this article on How Stripe Transfers Work

Bbot Customers who share Stripe Accounts with other Bbot customers will also have the option to  Combine Customers' Payouts. Selecting this setting will send ACH payouts from all customers to the connected bank account as a single payout. 

Note: Only the 'managing customer for stripe account' will be able to adjust Payout Settings for the accounts connected. To change the managing customer for your Stripe Account, you'll need to contact your CSM or reach out via

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