Why Choose Stripe for Your Invoices?
Stripe offers a seamless way to collect payments from your customers without leaving the Invoizar app. Beyond the convenience of integrated payments, you'll unlock powerful features that enhance your cash flow and client experience:
Fast Access to Funds
Unlike traditional payment methods, Stripe deposits funds into your bank account within 2-3 business days. You can track all transactions in real-time through your Stripe dashboard.
Support for Multiple Payment Methods
Your clients can pay using credit cards, debit cards, Apple Pay, Google Pay, and various digital wallets—all through a single integration.
Enhanced Security and Compliance
Stripe handles PCI compliance automatically, protecting your business and your clients' sensitive payment information with bank-level security.
Professional Client Experience
When you enable Stripe, your invoices display a clean "Pay Now" button that guides clients through a smooth, mobile-optimized checkout experience.
Requirements Before You Begin
Before setting up Stripe payments in Invoizar, make sure you have:
- An active Invoizar account with payment features enabled
- A verified business or personal bank account
- Your business information ready (legal name, address, tax ID if applicable)
- Government-issued ID for identity verification (may be required)
Step-by-Step Setup Instructions
Step 1: Navigate to Payment Settings
1. Open the Invoizar app
2. Tap the Tools icon in the navigation bar
3. Select Settings from the menu
4. Scroll down and tap Payment Options
Step 2: Enable Stripe Integration
1. In the Payment Options section, locate the Stripe toggle
2. Switch the toggle to On (it will turn green)
3. You'll see a prompt explaining the Stripe connection process
4. Click Connect with Stripe to begin
Step 3: Create or Connect Your Stripe Account
You'll be redirected to Stripe's secure connection page. Choose one of these options:
If you already have a Stripe account:
1. Click Sign In
2. Enter your Stripe email and password
3. Select the account you want to connect to Invoizar
4. Click Connect to authorize the integration
If you're new to Stripe:
1. Click Create Account
2. Enter your email address and create a secure password
3. Verify your email through the confirmation link sent to your inbox
Step 4: Complete Your Business Profile
Stripe requires this information to process payments legally and protect against fraud:
1. Business Type: Select your business structure
- Individual/Sole Proprietor: You operate as a self-employed individual
- Single Member LLC: You have a registered LLC with one owner
- Partnership: You have multiple business partners
- Corporation: Your business is incorporated
2. Business Details: Provide accurate information
- Legal business name (or your full name if sole proprietor)
- Business address (use your home address if you work from home)
- Phone number
- Business website (optional but recommended)
- Industry category and business description
3. Tax Information:
- Social Security Number (for individuals)
- Employer Identification Number (for corporations/LLCs)
- These are required for tax reporting purposes
Step 5: Add Your Bank Account
This is where Stripe will deposit your earnings:
1. Select your bank from the list or enter details manually
2. Provide your routing number (9 digits)
3. Provide your account number
4. Confirm the account ownership
Verification: Stripe may make two small deposits (under $1) to verify your account. Check your bank in 1-2 days and confirm the amounts in your Stripe dashboard.
Step 6: Identity Verification
To comply with financial regulations, Stripe may ask you to:
1. Upload a photo of your government-issued ID (driver's license, passport)
2. Provide additional documentation if your business is incorporated
3. Answer security questions about your business
This verification typically happens immediately but can take up to 24 hours.
Step 7: Finalize the Connection
Once your Stripe account is verified:
1. Review the connection permissions
2. Click Authorize to complete the integration
3. You'll be redirected back to Invoizar
4. You should see a success message confirming Stripe is now active
Testing Your Stripe Integration
Before sending invoices to clients:
1. Create a test invoice for a small amount
2. Send it to yourself or a trusted colleague
3. Complete a test payment using a real payment method
4. Verify the payment appears in your Stripe dashboard
5. Check that the invoice status updates to "Paid" in Invoizar
Note: Test payments are real transactions. You can refund them through your Stripe dashboard if needed.
Understanding Stripe Processing Fees
Stripe charges per transaction. Standard rates are:
- 2.9% + $0.30* for domestic credit/debit card payments
- 3.9% + $0.30* for international cards
- Additional 1%* for currency conversion
You can choose to absorb these fees or pass them to your clients (see FAQ below).
What Your Clients Will See
When you send an invoice with Stripe enabled:
1. Your client receives the invoice by email
2. They click the Pay Now button
3. A secure payment page opens (branded with your business info)
4. They enter their payment details
5. Upon successful payment, both you and your client receive instant confirmation
The entire process takes less than 2 minutes for your clients.
Managing Your Stripe Account
Access advanced features through your Stripe dashboard:
- View all transactions and detailed reporting
- Process refunds and partial refunds
- Set up recurring billing (for subscription services)
- Export financial data for accounting
- Configure fraud prevention rules
- Update bank account or business information
Access Your Dashboard: Visit [dashboard.stripe.com](https://dashboard.stripe.com) and log in with your Stripe credentials.
Troubleshooting Common Issues
"Unable to Connect to Stripe"
- Check your internet connection
- Clear your browser cache or restart the app
- Ensure you're using the latest version of Invoizar
- Contact Invoizar support if the issue persists
"Bank Account Verification Failed"
- Double-check routing and account numbers
- Ensure the account is a checking or savings account (not a credit card)
- Contact your bank to confirm they accept ACH deposits
- Try an alternative bank account
"Identity Verification Required"
- Upload clear, unobstructed photos of your ID
- Ensure all document corners are visible
- Use a well-lit area when taking photos
- Provide any additional documentation Stripe requests
Payments Not Appearing
- Check your Stripe dashboard for pending transactions
- Verify the payment wasn't flagged for fraud review
- Confirm your client completed the payment process
- Allow 5-10 minutes for system synchronization
Next Steps
Now that Stripe is set up:
1. ✅ Create your first invoice with online payments enabled
2. ✅ Set up automatic payment reminders for unpaid invoices
3. ✅ Configure receipt templates for paid invoices
4. ✅ Explore partial payment options for deposits
5. ✅ Review your payment analytics in the Invoizar dashboard
Need help with advanced features? Visit our knowledge base or contact support through the app.