To accept credit card payments from clients, you’ll need to create a Stripe Connected Account through TalleFlow. This allows TalleFlow to securely generate payment links, process transactions, and track payments inside your Finance dashboard.
This guide shows you how to create and connect your Stripe account in just a few minutes.
🔐 Where to Set Up Stripe
Go to Finance in the main navigation
Click the Settings tab
Scroll to the Stripe section
Click Connect to Stripe
This starts the Stripe Express onboarding flow.
🚀 How to Create Your Stripe Connected Account
Once you click Connect to Stripe, you’ll be taken to a secure Stripe-hosted setup page.
1. Choose “Create a New Account” or Sign In
Stripe will ask whether you want to:
Log in to an existing Stripe account, or
Create a new Stripe Express account
If you already use Stripe for another business, you may still choose to create a separate account to keep payouts and reporting clean for TalleFlow.
2. Enter Your Business Details
Stripe requires basic business information for verification:
Legal business name or DBA
Business address
Type of business (individual/sole proprietor or LLC/corporation)
Industry
Website or description of your services
⚠️ Stripe is legally required to verify this information before enabling payouts.
3. Enter Your Personal Details
Stripe collects information about the business owner or controller:
Full name
Date of birth
Last 4 digits of SSN (U.S.)
Home address
This is required for identity verification (KYC compliance).
4. Add Your Bank Account for Payouts
Stripe will ask where you want your funds deposited.
You can connect:
A checking account
A savings account
A business account
Payout time depends on Stripe’s schedule (typically 2 business days in the U.S.).
5. Review & Submit
After filling out all details:
Review your information
Submit to complete onboarding
You will be redirected back to TalleFlow automatically
Your TalleFlow workspace will now show that your Stripe account is connected.
🧾 What Happens After Connecting Stripe
Once Stripe is connected:
✔️ You can add a Pay Now button to your invoices
This allows clients to pay securely by credit card.
✔️ Payments appear automatically in your Finance dashboard
You’ll see:
Paid invoices
Payment timelines
Payout status
Stripe balance information (in Finance → Balance)
✔️ TalleFlow can generate secure Stripe payment links for every invoice
✔️ Your clients receive a smooth, trusted payment experience
Hosted on Stripe’s secure checkout page.
⚠️ Important Notes
You cannot use the Pay Now button until Stripe is fully set up
If Stripe is not connected:
You can still send invoices
But payments must be collected manually (cash, check, Venmo, Zelle, etc.)
The Pay Now button will only appear once Stripe setup is complete.
Stripe test mode is not supported
Payments must run in live mode.
Fake cards or test transactions are not available through TalleFlow.
🧪 Troubleshooting
I don’t see the Pay Now button
Check:
Finance → Settings → Stripe
If not connected, complete onboarding.
Stripe rejected my verification
Common reasons:
Mismatch between business/legal name
Blurry or invalid ID upload
Incomplete fields
Follow Stripe’s instructions or update from your Stripe dashboard.
Payouts aren’t arriving
Verify:
Bank account information
Stripe payout schedule
Whether Stripe is holding funds for verification review
💡 Best Practices
Use your correct legal business name (matches tax documents)
Use a business bank account whenever possible
Complete verification promptly to avoid payout delays
Keep your Stripe details updated (new bank, change of address, etc.)
Turn on email notifications for payments inside TalleFlow