Collect payments through Stripe Connect, track revenue, and manage disputes
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.
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:
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.
Card, bank transfer, and saving a method for next time.
On the branded payment page, a customer paying a US dollar invoice can pay by card or by bank transfer (ACH). Invoices in other currencies are card only. A card payment confirms in seconds; a bank transfer takes a few days to clear, and the invoice is marked Paidonce it settles — the customer sees a “payment processing” state in the meantime and gets their receipt when it clears.
The payment page also offers a Save this payment method for future invoices checkbox. When the customer ticks it, they authorize your business to charge that method for invoices they owe, and the method is stored on file for that customer (only a safe reference — brand and last four digits — is kept, never the full card or bank number). A saved method is what lets a recurring schedule turn on Autopay.
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.
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.
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.