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How To Integrate Stripe. Mark as Paid

This is for Stripe Users that want to automatically bill their coach or client.

Updated over 4 months ago

To connect your Stripe to PROFITADVISOR, please go to Training- Account Settings - Onboarding Setup and Enter in your Stripe Publishable and Secret Keys at the bottom. Click "OK".

To manually mark the invoice as paid please view attachment below. We are currently working on a more seamless and automatic way to mark the items as paid. Thanks for your patience:

2 Click "Sales"

3 Click "Invoices"

4 Click the "Search in records..." field.

5 Type Name of Coach

6 Click here.

7 Select the "Paid" option.

8 Click "Yes, Change it"

9 Click "OK"

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