Set up payments: connect a payment account
To take card payments in your app you connect a payment account. Payments are processed by Stripe, and the setup happens inside your app. Payments are included on every plan, including Free.
Connect your payment account
- Open Tools in the sidebar and choose Finance.
- Open the Account tab.
- Under "Connect a payment account", click Connect Account.
- Complete the onboarding form that appears. It asks for what Stripe needs to verify your business and pay you, such as your business details and the bank account for your payouts.
The form is Stripe's own, shown inside your app, so your details go directly to Stripe.
If setup is not finished
Until onboarding is complete you cannot accept payments. The Account tab shows "Complete your payment account" with the number of items still needed. Open it and fill in what is missing.
Stripe sometimes asks for more information later, for example a document to confirm your identity. When that happens a notice appears at the top of the Account tab. Deal with it promptly, because unanswered requests can pause payouts.
Click the refresh button on the tab to re-check your status after you have submitted something.
After you are set up
When the account is complete, the Account tab becomes your payment account's home. It has two views:
- Account: your business details, bank account and other account settings.
- Documents: tax documents for your account.
What you can do once payments are on
The other tabs under Finance build on your payment account:
- Register: add a point of sale to your app and set its tax, tipping and receipt options. See Add a point of sale register to your app.
- Equipment: order card readers and register them. See Order and set up a card reader.
- Invoices: send invoices customers pay online. See Send invoices customers can pay online.
- Subscriptions: bill customers on a schedule. See Bill customers on a subscription.
- Payouts: see your balance and when money reaches your bank. See Payouts and balance.
- Banking: your connected bank accounts and their transactions.
Who can set this up
The Account, Register, Invoices, Subscriptions and Equipment tabs need the Payments & Payouts settings permission. Owners and admins have it. If a tab shows a lock, ask the owner of your workspace.
Fees
Each payment has one transaction fee that covers card processing. The rate depends on your plan. See Payment fees.