Formerly Cash Basis AI

Card payments through Stripe

Let customers pay your invoices by card through your own Stripe account.

Turn on card payments

  1. In Sales, choose Settings, then Payments.
  2. Under Card payments (Stripe), choose Connect Stripe. You may also see Create a new Stripe account, or I already have a Stripe account to use one you have.
  3. Finish the steps on Stripe’s site. You come back here when you are done.

When it says "Card payments are on", your invoices offer card. If Stripe still needs details, choose Finish setup in Stripe. Only the business owner can connect Stripe.

Where the money goes, and fees

Card payments go to your own Stripe account, and Stripe pays them out to your bank. Stripe charges its usual card fees. We take nothing.

When a customer pays by card

Your customer chooses Pay by card on the invoice’s pay page and pays what is still due. The invoice then shows "Paid by card, waiting for payout".

The payment counts in your books when Stripe’s payout reaches your bank. Most payouts are matched to their deposit by themselves: the invoice is marked paid and Stripe’s fee is recorded as an expense.

A payout waiting for its deposit

If a payout cannot be matched by itself, because no deposit fits or more than one could, it shows at the top of Sales, Match payments, under "Stripe payouts waiting for their deposit". Pick the deposit and choose Match.

A deposit still waiting in Review must be approved first.

Review your transactions →

Turn card payments off

Choose Turn off under Card payments (Stripe). Customers stop seeing a card option on your invoices. Your Stripe account itself is not changed.