1. Activate the Stripe Connect integration

1. Go to Settings > Integrations.
2. Click “Activate” for the Stripe integration card :

3. Fill in all the required information to create a new Stripe account or connect an existing one:

4. The integration is now active 🥳

2. Allowing Clients to Pay an Invoice

Once the integration is activated, your clients can pay their invoices through Stripe.

On your Side:

• Create a new one-time or recurring invoice.

• In the Payment section, there is a toggle (enabled by default) to choose whether Stripe should be used for this invoice:

• The Stripe Checkout process is then set up for that invoice.

On your Client Side:

When the invoice is issued, a Stripe payment link is automatically generated, allowing the client to make the payment:

Clients can also access the invoice from their client portal.

Clients can pay via Stripe and have the option to save their payment methods (which can be used for auto-charge):

3. Enabling Auto-Charge for Clients

Once you connect your Stripe account, you can enable auto-charge for your recurring invoices or one-time invoices.

• Each generated recurring invoice will have auto-charge enabled by default:

• If your client has a saved payment method, they will be charged automatically.

• If not, a payment link will be generated for the first invoice generated, prompting them to save a payment method, and you'll see this message on your end:

For one-time invoices, auto-charge is only available if the client has a saved payment method. Clients can securely save a payment method when paying an invoice or directly in the Billing section of the Client Portal.

4. Managing Client Payment Methods via Stripe

In the Billing section of the Client Portal, clients can find a link to manage their payment methods.

• This management is handled directly on a Stripe-hosted page.