Why This Matters

Setting up payments correctly means you get paid faster and your customers enjoy a smooth checkout experience.

Stripe has an updated and a mandated workflow for adding payment methods using a URL. Your customer experience managers can also send a payment email to the billing contact, making it easier to complete payment setup without extra back-and-forth. This helps keep billing workflows clear, compliant, and easier to manage. Follow the steps below to add a payment method to Stripe.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Click "Billing" from the menu.

Step 2

Click "Manage Subscriptions".

Step 3

Click "Add Payment Method".

Step 4

You can either choose to "Copy URL" or "Open URL". Opening the URL will let you fill out the details on the spot, while copying and sending the URL will let others fill in the details as well.

Step 5

It will lead you to the page where you can fill out the information about your payment details. Click "Save" once done.

Pro Tips

💡 Pro tip: Bookmark this page for quick reference when you need a refresher.
📱 Works on mobile: Access this feature from your phone or tablet when you're in the field.
🔄 Automate when possible: Pair this feature with automations to reduce manual work.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.
Payment not processing	Check your payment provider credentials and ensure the customer's payment method is valid.

Last updated: 2026-07-23 · Source: How to Add a New Payment Method in Stripe?