Setting Up Stripe Connect

Learn how to connect Stripe to Billo Invoicing to enable online payments and payment links for your invoices.

What is Stripe Connect?

Stripe Connect allows:

  • Online payment processing
  • Secure payment links
  • Instant payment confirmation
  • Automatic invoice updates
  • Multiple payment methods

Setting Up Stripe Connect

Step 1: Get Stripe Account

  1. Sign up at https://stripe.com
  2. Complete account setup
  3. Verify business details
  4. Get account approved

Step 2: Connect in Billo

  1. Go to Settings > Banking Information
  2. Click Edit Preferences
  3. Click Connect with Stripe
  4. Authorise Billo Invoicing access
  5. Complete connection

Step 3: Configure Settings

  • Enable payment links
  • Set default currency
  • Configure payment methods
  • Test connection
  • Created for each invoice
  • Included in email
  • Secure payment page
  • Multiple payment methods

Payment Process

  1. Client clicks payment link
  2. Enters payment details
  3. Completes payment
  4. Receives confirmation
  5. Invoice marked as paid

Payment Confirmation

  • Automatic status update
  • Email notification sent
  • Receipt generated
  • Payment recorded

Payment Methods Supported

  • Credit cards (Visa, Mastercard, Amex)
  • Debit cards
  • Bank transfers (where available)
  • Digital wallets (Apple Pay, Google Pay)

Managing Payments

View Payment Status

  • Check invoice status
  • See payment history
  • View payment details
  • Download receipts

Refunds

  • Process refunds via Stripe
  • Update invoice status
  • Send confirmation
  • Maintain records

Payment Issues

  • Failed payments
  • Disputed charges
  • Refund requests
  • Payment delays

Best Practices

Setup

  • Complete Stripe verification
  • Enable all payment methods
  • Test payment links
  • Verify webhook setup
  • Include in all invoices
  • Mention in email
  • Follow up on payments
  • Monitor payment status

Security

  • Use secure connections
  • Never share API keys
  • Monitor for fraud
  • Keep Stripe updated

Troubleshooting

Connection Issues

  • Verify Stripe account status
  • Check API credentials
  • Test connection
  • Contact support
  • Ensure Stripe connected
  • Check invoice status
  • Verify link active
  • Test payment flow

Payment Not Updating

  • Verify Stripe configuration
  • Review payment status
  • Contact support

Stripe Connect makes getting paid faster and easier!