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How-to Guide for Switching to Stripe Billing
How-to Guide for Switching to Stripe Billing

Learn how to easily switch from Uscreen Payments to Stripe Billing.

Updated over a week ago

Switching from Uscreen Payments to Stripe Billing allows you to optimize your payment collection, experience greater control over your earnings, and improve accessibility and conversions.

To get started, please follow the step-by-step instructions below. If you’d rather watch a video walkthrough of this guide, click here.

Note: If you are not incorporated in a country currently supported by Stripe, you must incorporate in a country supported by Stripe to access Stripe Billing. This can be done on your own, or through Stripe Atlas. The Stripe Atlas team will take care of the entire process so you can start experiencing the benefits of Stripe Billing as soon as possible.

Step #1: Create your Stripe account

First, you must create your own account on Stripe. To do this, visit https://dashboard.stripe.com/register and enter your email, full name, country of incorporation, and password.

Step #2: Finish creating your Stripe account

Once you’ve completed Step #1, you’ll be prompted to verify your email. To do this, Stripe will send you an email, where you will then click “Verify Email.”

After your email is verified, you will be prompted to enter your business details and bank account information.

This will complete your set-up. You'll then be redirected to a dashboard similar to the one below. Please note the dashboard shown is a test account and may vary slightly from your dashboard view.

On your dashboard, head to your Business settings by clicking the gear icon in the upper right-hand corner (indicated below by an orange square). Then, click “Business” (indicated below by a red circle).

Step #3: Send Uscreen your new Stripe ID

Once you’re in your Business Settings in Stripe, email migrations@uscreen.tv with your new Stripe ID. To find your new Stripe ID, copy the Account number in the right corner of your Business Settings page in Stripe (indicated below by a red circle).

Step #4: Accept the migration request

After you’ve emailed your Stripe ID to migrations@uscreen.tv, you will receive a migration request in your Stripe dashboard within 48 hours. Click the button labeled “Authorize and Accept.” The photo below is an example of what will appear in your Stripe Dashboard.

Step #5: Download the mapping document

Once you’ve authorized and accepted the migration, visit the “Customers” section of your Stripe account (indicated below by a red circle).

At the top of the “Customers” page, you will see a banner similar to the one below with the option to “View mapping file”. When you click “View mapping file” you will be redirected to a "Documents" page.

Note: If you do not yet see the option to "View mapping file," it is likely because Stripe is still creating it. It can take up to 72 hours to appear in your dashboard as the screenshot shows below.

On the "Documents" page, you will see your Data Migration report. Click “Download,” then send the downloaded CSV file to migrations@uscreen.tv.

IMPORTANT: This document is called a Mapping document, which allows Uscreen to update our records accordingly so your customers don’t experience any transaction issues.

Step #6: Disconnect from Uscreen Payments

Once we’ve received the Mapping document from you, we will email you a confirmation of receipt. We will also request that you specify a 30-minute window of time you are available to finalize the migration process.

At the designated time you share with us, we will disconnect your account from Uscreen Payments and send you a confirmation of this disconnection. You will then follow the instructions in Step #7 to connect your own Stripe account in your Uscreen Admin Area.

It is important to connect your new Stripe account as soon as possible once we've confirmed disconnection from Uscreen Payments to avoid transaction errors.

Step #7: Disconnect from Uscreen Payments

After we disconnect your account, you can connect your new Stripe account in your Admin Area.

To complete this step, you will click “Settings” at the bottom left corner of your Admin Area. Then, click “Payment Provider.”

You will see a blue "Connect" button where the red circle below is. Once clicked, you will be prompted to complete the connection via a new Stripe window.

Step #8: Complete connection

After you’ve completed the instructions prompted by Stripe, you are ready to start receiving payments through Stripe Billing!

Frequently Asked Questions

Q: Am I at risk of losing money or disrupting my transaction schedule between the time I’m disconnected from Uscreen Payments and connecting my new account?

Once you’ve sent us your mapping file, we will confirm a time that works for you to finalize the migration by connecting your new Stripe account. At the designated time you specify, we will disconnect you from Uscreen Payments so you can connect your new Stripe account in the Uscreen Admin Area. It’s important to connect your new Stripe account as soon as possible to prevent payment disruptions.

Q: What if I’m in a different time zone? How can I ensure the least amount of time between disconnecting from Uscreen Payments and connecting my Stripe account?

Once you’ve sent us your mapping file, we will confirm a time that works for you to finalize the migration by reconnecting your new Stripe account. At the designated time you specify, we will disconnect you from Uscreen Payments so you can connect your new Stripe account in the Uscreen Admin Area.

Q: How do I issue refunds to my members?

Unlike with Uscreen Payments, you are able to issue refunds within your Admin Area at any time without a 30-day restriction.

Q: What if an end-user requests a refund for a transaction that occurred before I switched to Stripe Billing?

Please email billing@uscreen.tv. We will issue a refund as long as it is within 30 days of the initial transaction date.

Q: How can I get additional support?

If you need additional support, please email upay@uscreen.tv. If you're on a Pro or Plus plan, you can also schedule a call with your Customer Success Manager.

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