Connect Stripe
1. Go to Settings > Payments > Stripe Connect.
2. Click "Connect with Stripe" to begin the onboarding flow.
3. Complete the Stripe account setup (business details, bank account, identity verification).
4. Once connected, you can accept credit cards, ACH transfers, and other payment methods.
5. Stripe fees apply per transaction (typically 2.9% + 30 cents).
Payments are deposited directly into your connected bank account on Stripe's standard payout schedule.
Configure Payment Settings
1. Navigate to Settings > Payments > Preferences.
2. Set your default payment terms (Net 15, Net 30, Due on Receipt, etc.).
3. Enable or disable partial payments.
4. Configure automatic payment reminders: days before due, on due date, days after overdue.
5. Set up late fees if desired (percentage or flat amount).
6. Enable multi-currency support and set exchange rate preferences.
Subscription and Recurring Billing
1. Create a subscription plan in Billing > Subscriptions.
2. Set the billing frequency: weekly, monthly, quarterly, or annually.
3. Define the amount, description, and any setup fees.
4. Assign the subscription to a client.
5. Enable auto-charge for hands-free billing (requires saved payment method).
6. Track subscription status, upcoming renewals, and churn in the subscription dashboard.
Subscription invoices are generated automatically and sent to clients per your configured schedule.