Stripe Setup

Use Stripe to send online-payable invoices and accept card + ACH payments. Good choice if you don't use QuickBooks, or if you want clients to be able to click-and-pay directly from the invoice email.

Connecting Stripe

1. Go to Settings → Payments
2. Click Connect Stripe
3. Sign in to your existing Stripe account (or create one if you don't have one)
4. Authorize StagePulse to create invoices and read payment data on your behalf

No transaction happens during setup — connecting is free. Stripe charges per-payment fees only when clients actually pay.

What Stripe Does

When you send a Stripe invoice from StagePulse:

• Stripe hosts the invoice at a URL
• The recipient gets an email with a link to the hosted invoice
• They click Pay Now and pay by card or ACH
• Stripe notifies StagePulse the moment payment clears
• The invoice shows as Paid in both Stripe and StagePulse

Payment Methods

Out of the box, Stripe-hosted invoices accept:

• Credit / debit cards — all major brands
• ACH bank transfer (US) — lower fees, longer clearing time (~3–5 business days)
• Local payment methods depending on your business's country (iDEAL in NL, BACS in UK, etc.)

You control which methods are enabled in your Stripe dashboard under Payment Methods.

Automatic Tax

Stripe Tax is Stripe's paid add-on that handles sales tax automatically based on customer location and your tax nexus. Enable it in your Stripe dashboard first, then under Settings → Invoicing in StagePulse you can toggle "Use Stripe Tax."

If you don't use Stripe Tax, add tax as a line item manually on each invoice (or let QuickBooks handle tax if you use both).

Creating a Stripe Invoice

1. Open the project
2. Click Create Invoice
3. Pick Stripe as the provider
4. Review line items and totals
5. Add optional fields: memo, due date, payment terms
6. Click Send

Stripe delivers the email; the client pays via Stripe's hosted page.

Tracking

When a payment clears:

• The invoice marks as Paid in StagePulse
• The payment is added to the project's Received total
• You get a notification (in-app + email, based on your preferences)

If a payment fails or bounces (expired card, insufficient funds, ACH reversal), the invoice reverts to Outstanding with an error note.

Fees

Stripe charges standard processing fees — roughly 2.9% + $0.30 for cards, 0.8% capped for ACH in the US. Fees are deducted from payouts in Stripe; StagePulse doesn't take any additional fee on top.

Check Stripe's pricing page for current rates in your country.

Importing Past Invoices

If you've sent Stripe invoices before connecting StagePulse, you can import them:

1. Go to Invoices → Import
2. Pick Stripe as the source
3. Match each imported invoice to a project (or create one)
4. Confirm

Historical invoices won't trigger emails — they're just for your records.

Refunds

Refunds happen in Stripe (not StagePulse). Issue them from your Stripe dashboard; StagePulse will pick up the status change and update the invoice accordingly.

Disconnecting

Disconnect from Settings → Payments. Existing Stripe invoices keep working on the Stripe side; new StagePulse invoices won't have Stripe as an option until you reconnect.

Related

• Invoicing Overview
• QuickBooks Integration — you can connect both