Clearmargin

Set Up Payments

Connect Stripe to accept client payments via cards and ACH bank transfer.

Steps

  1. 1Go to Settings > Payments /dashboard/settings/payments.
  2. 2Click "Connect with Stripe".
  3. 3Complete the Stripe Express account onboarding (business info, bank account).
  4. 4Once connected, clients can pay invoices online via card or ACH bank transfer.
  5. 5Clients can save payment methods for faster future payments.
  6. 6Payments are processed via Stripe Connect Direct Charges.
  7. 7Stripe Customer Portal is auto-configured for clients to manage saved payment methods.
  8. 8Payment status updates are received via Stripe webhooks and reflected on invoices automatically.

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