With the Stripe integration, you can accept online payments directly through Hubflo. Send one-time or recurring invoices, let clients pay securely by card, turn on auto-charge, and allow clients to manage their saved payment methods—all from your branded client portal.
To start accepting payments via Stripe:
Go to Settings ⚙️ (located on the menu to the bottom left) → Integrations
Find the Stripe integration and click Activate
You’ll be asked to either:
Create a new Stripe account, or
Log into an existing Stripe account
Once Stripe is connected, you can send invoices that your clients can pay online.
Go to Billing → Invoices to create a one-time or recurring invoice
In the Payment section, make sure "Use Stripe as payment method" is toggled on (this is on by default)
When the invoice is issued, your clients:
Receive a link to pay the invoice securely via Stripe
Can access the invoice directly from their Client Portal
Can save a payment method for future use
For recurring invoices, auto-charge is turned on by default
If the client has a saved payment method, they’ll be charged automatically
If they don’t, the first invoice will include a prompt for them to save one
Important: Auto-charge for one-time invoices only works if the client has already saved a payment method.
Clients can update their saved payment methods at any time:
Go to the Billing section in their Client Portal
Click on Payment Method
They’ll be redirected to a secure Stripe-hosted page where they can update or remove their payment details
Here’s how the Billing section appears (or stays hidden) based on your setup:
As a Hubflo internal user (you): You won’t see the Billing section in the client portal preview.
On the client’s side: The Billing section stays hidden until you’ve issued at least one invoice or proposal. By default, only the recipient of the invoice or proposal will see the Billing section.
If you want all contacts within the client’s company to access the Billing section, you can turn on that option in your settings. To do so, head to Settings → Client Portal → Appearance:
If you run into any issues setting up your Stripe Integration, feel free to reach out to us at [email protected] or send us a message via the chat in your dashboard.
