Connecting Stripe

To accept online payments, you need to connect a Stripe account. This lets your customers pay invoices with a credit or debit card, and funds deposit directly into your bank account.

Setting up Stripe Connect

1. Navigate to Settings → Integrations.
2. Click Connect with Stripe.
3. You'll be redirected to Stripe to either sign in to an existing account or create a new one. If you're creating a new account, you'll set up your own email and password for Stripe.
4. Complete the Stripe onboarding process (business details, bank account, identity verification).
5. Once approved, you're redirected back and the connection is confirmed.

After setup, you have a full Stripe account with your own login. You can access the Stripe Dashboard at any time to manage payments, view transaction history, configure payout schedules, and set up tax compliance.

What happens after connecting

• A Pay Now button appears on all invoices sent to customers.
• Customers can pay with credit card, debit card, or ACH (if enabled in your Stripe Dashboard).
• Payments are deposited to your bank on Stripe's standard payout schedule (typically 2 business days).
• Payment status updates automatically — no manual reconciliation needed.
• You can manage additional payment methods (Apple Pay, Google Pay, etc.) directly in your Stripe Dashboard.

Fees

Stripe charges standard processing fees (typically 2.9% + 30¢ per transaction). These fees are charged by Stripe, not by us. You can view all transaction fees in your Stripe Dashboard.

Disconnecting Stripe

If you need to disconnect:

1. Go to Settings → Integrations.
2. Click Disconnect Stripe.
3. Existing invoices with pending payments will no longer have an online payment option.

Note: Disconnecting Stripe does not cancel your Stripe account itself — only the link between Stripe and this platform. You can still log in to your Stripe Dashboard independently.

Troubleshooting

• "Stripe account restricted" — Stripe may need additional verification. Log in to your Stripe Dashboard with the email and password you created during setup to complete any pending requirements.
• Payments not appearing — Allow up to a few minutes for payment status to sync. If the issue persists, check your Stripe Dashboard for the transaction.