Back
Categories
Back

    Categories

      View All

      How do I accept Online Payments with Stripe?

      Stripe (for Canada and US businesses) and FreshBooks Payments Powered by Stripe (for international businesses) is one of our many online payment processors (also known as payment gateways) to allow you to receive online payments in several currencies with credit cards and bank transfers (ACH).

      Stripe also supports Pre-Authorized Debit (PAD) for Canadian businesses, BACS Direct Debit for UK businesses and SEPA Direct Debit for European businesses.

       

      For businesses based outside of Canada and the US, this is called FreshBooks Payments Powered by Stripe instead.

       


      Details

       

      Set Up Stripe

      Set up your new or existing Stripe account in your Online Payments Settings with the below steps:

      1. Click on the gear icon in the top left corner
      2. Then click on Online Payments Settings
      3. Next, click on Connect with Stripe
        Stripe information with Connect button.
      4. In the new window, enter your Email and click Next
        Get started with stripe page with email field to fill out.
      5. If you have an existing Stripe account, enter your Password to log into it
        1. Then choose the account you'd like to connect to FreshBooks and click Connect
        2. Or click on Create a new account instead to make a new Stripe account
      6. Otherwise, create a new Password to set up a new Stripe account and click Next
      7. Enter your business details, payout details and support information as needed
      8. Review your Stripe account details and click Submit to finish your setup, you'll be taken back to FreshBooks.

       

      Notes: 

      • You can also set up your Stripe account while making a new Invoice by clicking on Connect under Accept Online Payments

       

      Enable Stripe on Invoices

      Once your Stripe account is connected, you can begin accepting payments with Stripe using the below steps:

      1. When creating an Invoice, click on the Accept Online Payments option in the Settings panel to the right of the invoice
        Accept credit cards button.
      2. Check off the box(es) next to Accept Credit Cards and/or Accept ACH Bank Transfer (available for US businesses and clients only). If both are checked off, your Clients can pay by either Credit Card or Bank Transfer on this Invoice. If only one is checked off, your Clients can only pay by the selected option
        Checkboxes next to Accept Credit Cards and Accept ACH Bank Transfers on invoice.
      3. If you want your Clients to be able to pay the Invoice partially (even with Bank Transfers or Payment Schedules enabled as well), check off Allow Clients to make partial online payments for this Invoice
        Checkbox to enable partial payments.
      4. Click Done to finish applying the payment settings and continue editing the rest of your Invoice.

       

      Notes:

       

      FAQs

      Why do I see my clients' information as a customer profile inside my Stripe Dashboard? 

      This is part of our PSD2 compliance with Stripe's current API, where any credit cards that are saved by you or by the Client will automatically show up as a customer profile inside your Stripe Dashboard. If the customer profile from the Stripe Dashboard is deleted, this will cause any of your Recurring Templates with saved credit cards to fail, and you or the Client will need to re-enter the credit card details. This will recreate the customer profile in your Stripe Dashboard and the Recurring Template will continue to generate auto-paid Invoices moving forward.

      Support Categories