Stripe Connect Setup
Connect your Stripe account to start accepting online payments.
Service Invoice Pro uses Stripe Connect to process payments. You connect your own Stripe account, and payments from your customers go directly to you. There are no platform fees — you only pay Stripe’s standard processing rates (2.9% + 30¢ for cards, 0.8% (capped at $5) for ACH).
How to Connect
- Go to Settings > Payments.
- Click Connect with Stripe.
- You’ll be redirected to Stripe’s onboarding flow. Follow the steps to create or link your Stripe account.
- Provide your business details, bank account information, and identity verification as requested by Stripe.
- Once complete, you’re redirected back to Service Invoice Pro.
Setup States
After starting the Stripe connection, your account will be in one of three states:
Not Connected
You haven’t started the connection process yet. Click Connect with Stripe to begin.
Setup Incomplete
You’ve started the Stripe onboarding but haven’t finished providing all required information. A yellow warning banner appears:
Complete Your Stripe Setup — Your Stripe account needs additional information before you can accept payments.
Click Complete Setup to return to Stripe and finish the process.
Common reasons for incomplete setup:
- Identity verification is still processing (this can take 1-2 business days)
- Missing bank account information
- Additional business documentation required by Stripe
Active
Your Stripe account is fully connected and ready to accept payments. A green success banner confirms:
Stripe Connected — You can now accept online payments on your invoices.
The page shows your Stripe account ID and connection date. Click Open Stripe Dashboard to manage your Stripe account directly.
After Connecting
Once your Stripe account is active:
- A Pay Now button appears on all your invoices in the customer portal
- Customers can pay by credit card or ACH bank transfer
- Payments are automatically recorded and the invoice status updates to Paid
- Funds are deposited to your bank account on Stripe’s standard payout schedule
Stripe Branding
After connecting, Stripe recommends customizing your branding in the Stripe Dashboard so your customers recognize charges on their bank statements:
- Upload your business logo
- Verify your business name matches what customers expect to see
This helps prevent chargebacks from customers who don’t recognize the charge. You can access these settings from Open Stripe Dashboard on the payments settings page.
Tips
- You only need to connect Stripe once. Your connection persists across sessions.
- Only the account owner can connect Stripe (not team members).
- If your Stripe account is disabled or has issues, contact Stripe support directly.
- You can view your Stripe transactions, payouts, and fees in the Stripe Dashboard.
Related
- Accepting Online Payments — how the customer payment flow works
- Payment Fees — detailed fee breakdown with examples
- Customer Portal — where customers see the Pay Now button