Why Connect Stripe?
Stripe integration enables you to:
Send professional invoices with online payment options
Accept credit card and ACH payments
Track payment status in real-time
Automate payment workflows
Generate financial reports
Setup Process
Step 1: Access Stripe Settings
Navigate to Finance → Settings
Click Get started with Stripe
Step 2: Stripe Account Connection
Existing Stripe Account: At the moment you will have to create a new stripe account with us to use Stripe.
New to Stripe: Create a new Stripe account through the integration flow
Required Information: Business details, bank account, tax information
Step 3: Configuration
Payment Methods: Enable credit cards, ACH, and other preferred methods
Default Settings: Set standard payment terms and late fees
Step 4: Verification
Submit required business documentation to Stripe
Complete identity verification if prompted
Test with a small transaction to ensure proper setup
Payment Features Available:
Invoice Payments: Clients can pay invoices online
Recurring Billing: Coming Soon
Payment Tracking: Monitor payment status and history
Refund Management: Coming soon
Financial Reporting: Comprehensive revenue and payment analytics