Accepting payments with Stripe

Stripe is an online payment processing service that lets businesses accept payments (such as credit cards and bank transfers) securely over the internet. Stripe lets clients pay invoices online through a secure payment page. After you connect Stripe, you can send an invoice email that includes a View & Pay button, and payments are downloaded into your Stripe account in the app during update.

Enable Stripe payments on an invoice

You enable Stripe payments while you’re creating or editing an invoice. In the New Invoice window, go to Enable Stripe payments and select Learn More.

Connect your Stripe account

After you start the setup, your default browser opens to Stripe to complete the connection.

1. On the Stripe setup page, enter your Email address.

2. Select Continue and follow the Stripe prompts to sign in or create an account.

3. Return to the app and add your Stripe account when prompted.

After you add it, Stripe appears as an account in the left sidebar and you can view its Transactions and Balance.

Email the invoice

After you create the invoice, you can email it directly from the invoice window.

1. Select Save and Send....

2. In Send Invoice, confirm the recipient Email, update the Subject if needed, and enter your Message.

3. Select Send.

The recipient receives an email with a View & Pay button.

Client pays the invoice

When the client selects View & Pay, the invoice opens in a browser. The payment page includes Card and US bank account options, and the client completes payment by selecting the pay button (for example, Pay $500.00).

Download the payment into the Stripe account

After the client pays, run an update to pull the Stripe activity into the file. The Stripe account register shows the payment transaction, and fees can appear as a separate split line.

Successful Stripe payments can remain pending for 2–3 days (5–7 for ACH) before funds are available for withdrawal.