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DocsPayments Overview
Collect payments through Stripe Connect, track revenue, and manage disputes
How Payments Work
Payments in the CRM are powered by Stripe Connect.
When your organization connects a Stripe account, invoices gain the ability to accept online payments. Customers receive a branded pay link or email and can pay with credit card, debit card, or other methods enabled on your Stripe account. Payment status flows back into the CRM automatically: invoices move from Sent to Partially Paid or Paid as charges succeed, and the dashboard surfaces real-time revenue data.
- Sidebar → Payments — An expandable group with links to Analytics and Disputes.
- Invoice detail page — The Send Invoice and Pay Link buttons appear when Stripe is connected and the invoice has a contact with an email address.
- Opportunity detail page — An Invoices section shows all invoices linked to the opportunity with their status and amounts.
- Dashboard — The optional Recent Payments widget shows the latest charges with a link to the analytics page.
- Command palette — Type Payment Analytics, Payment Disputes, or Stripe Settings to jump directly to those pages.
- Settings → Integrations → Stripe Connect — Connect or disconnect your Stripe account and view account status.
Connecting Stripe
Link your Stripe account to start accepting payments.
Go to Settings → Integrations and find Stripe Connect in the catalog, or navigate directly to Settings → Integrations → Stripe Connect. Click Connect Stripe to start the OAuth flow. You will be redirected to Stripe to authorize the connection. Once authorized, you are returned to the CRM with your account linked.
The settings page shows your connected account details including:
- Business name and country — From your Stripe account profile.
- Test mode badge — Displayed when the account is in test mode.
- Charges enabled / Payouts enabled — Capability badges showing whether your account can accept charges and receive payouts.
- Notification banner — Shows any outstanding requirements from Stripe (KYC verification, bank account details, etc.).
- Payments and Payouts — Embedded views of recent charges and payout history directly from Stripe.
Sending Invoices for Payment
Email invoices to customers with a pay link.
On any invoice detail page, click Send Invoice to email the invoice to the associated contact. The email includes a link to a branded payment page where the customer can pay online. The invoice status updates to Sent and records the sent timestamp.
Payment Timeline
Track payment events on the invoice detail page.
The invoice detail page includes a payment timeline that shows the history of payment events: when the invoice was sent, when it was viewed, when payments were received, and refund activity. Each entry shows the event type, amount, and timestamp.
Refunds
Issue refunds for paid invoices.
On an invoice that has been paid, an Issue refund button appears. Clicking it opens a confirmation dialog. Confirming the refund processes it through Stripe and updates the invoice status to Refunded. Refunds are recorded in the payment timeline.
Disconnecting Stripe
Remove the Stripe connection from your organization.
On the Stripe Connect settings page, click Disconnect. A confirmation dialog explains that disconnecting revokes the OAuth authorization with Stripe and disables online payments. Existing payment records and invoice history are preserved.