Connect online payments
Only an Admin can connect Stripe. Other people can open the tab and read the status.
- Go to Settings, then Payments.
- Under Accept Payments, click Connect Stripe.
- Finish the Stripe screens. If you leave early, the tab says Your payment setup is incomplete and the button is Continue Setup.
- When Stripe is ready, the tab says Payments enabled.
- Under Processing fees, choose who pays the card fee and who pays the bank fee. Clients cannot use Pay now until this choice is saved. Learn more about card and bank fees.
Your client can then pay an invoice online by Card or Bank transfer, when that invoice has Let the client pay online turned on.
What your client sees
When online pay is on and Stripe is ready, the invoice email and the pay page include Pay now. They can choose Card or Bank transfer. If the box is off, or Stripe is not ready, they still see the invoice, without those payment buttons.
Common questions
No. The tab says payment setup can only be configured by an admin. You can still see whether payments are enabled.
Continue Setup. The message is Your payment setup is incomplete, and the note says to finish a few details in Stripe.
No. The connection stopped, so online pay is off until an Admin connects Stripe again. Invoices, recorded payments, and the fee choices you already saved are still there.
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