How do I ask an owner to add a bank account for payouts?
ForProperty managers
Who can do this
Organization admins and roles with Owner Disbursements & Statements.
Where to find it
Owner (status Active) → "Invite <First> to add a bank account" card.
Steps
- The card explains: "Money you send <First> goes to their Kera account and is deposited to their bank automatically. They need to add a bank account before you can send anything."
- Select Email setup link to have Kera email the owner, or Copy link instead to send it yourself.
What happens next
"Setup link sent to <email> — <First> can add their bank account from the email. The link is single use." The owner gets "Add your bank account to get paid by <your name>" with an Add bank account button, which opens Stripe's secure setup. With Copy link instead: "Bank setup link copied" (or "Bank setup link ready" with Copy link if your browser blocks the clipboard).
Good to know
- Owner started but didn't finish: "<First> hasn't finished adding a bank account" with Email a new link. Their email reads "Finish adding your bank account".
- Account needs attention: "<First>'s payout account needs attention" with Email update link.
- Owners can also add or manage their bank account themselves from their portal's Wallet.
Limits
Links are single use and expire; send a fresh one if needed. The card shows only once the owner is Active (signed up). Owner payouts go through Stripe; Kera doesn't send EFT bank transfers to owners.
Troubleshooting
No email on file: Email setup link is disabled ("Add an email address to this owner to send them the link. You can still copy it."). "You don't have permission to set up this owner's payouts. Ask an admin for accounting access." "Couldn't send the setup link" / "Couldn't create the owner's payout account": try again; contact Kera support if it keeps happening.