Configuring Stripe Settings
Enable Stripe to collect payments for invoices, retainers, subscriptions, and more — with secure, embedded payment buttons.
🧭 Step 1: Access Stripe Settings
- From your dashboard, go to System Settings
- Click into the Stripe Settings section — this controls Stripe integration for payment collection
🔄 Step 2: Enable Stripe
- Toggle the Stripe Integration switch ON
- This activates Stripe as a payment method across modules like Accounting, CRM, and Retainers
🔐 Step 3: Enter Stripe Credentials
| Field | Example | Purpose |
|---|---|---|
| Stripe Key | pk_live_51H... |
Public key used for client-side payment buttons |
| Stripe Secret Key | sk_live_51H... |
Private key used for secure server-side transactions |
Tip:
- Use live keys for production
- Use test keys for staging or sandbox environments
- You can find these in your Stripe dashboard under Developers → API Keys
💡 How It Works
- Once enabled, invoices will display a Stripe Pay button
- Clients can pay instantly using card, Apple Pay, or other supported methods
- Payments are logged in your Accounting module and linked to the invoice or retainer
💾 Step 4: Save Changes
- Click the blue Save Changes button at the bottom right
- Your Stripe integration will apply instantly across payment workflows
✅ Best Practices
- Use a dedicated Stripe account for your business
- Monitor transactions via the Stripe dashboard
- Pair Stripe with email notifications for payment confirmations
- Review Stripe fees and payout schedules to match your cash flow
- Keep your secret key secure — never share it or expose it in public-facing code
