Set Up Payments

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

Steps

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