If you have a Stripe login account, you can integrate it with Kashoo and accept credit card payments on invoices you email out to clients. If you do not yet have a Stripe account, you can register for one here.

Register Your Stripe Account

1. Go to the Settings area in the top right hand corner.

2. Then go to the Invoicing and Payments page.

3. Scroll down and select the link to add your Stripe account..

4. Follow the steps to link your Stripe login account, or create a new Stripe login account if you don't already have one.

5. Stripe will ask for information about you and your company to confirm your identity. To prevent any problems with your Stripe account, please make sure to complete all required fields.

6. After you have provided all necessary details, Stripe will verify your account and you will be redirected to the Kashoo interface. You will see a message stating "Your Stripe account is ready to use." which confirms that you can start accepting payments.

7. You do not need to make any changes under the Payment Settings section. Simply click on Save to finish.

By default, all deposited funds will be recorded in the Stripe Clearing account, and a Stripe Processing Fees account will be created so you can manually track any fees incurred. You have the ability to change the default accounts under Record Payments In and Record Processing Fees In.

Now that you have linked your Stripe account with Kashoo, you will automatically receive an email each time your customers pay an invoice. Kashoo will automatically import the payment and assign it to the appropriate invoice. Furthermore, we will notify you if there is an issue while attempting to process a payment.

2. When you create an invoice in your primary currency, you will have the option to email it with a payment link. On the other hand, invoices created in a different currency will not support online credit card payments.

3. When you click on Email, there will be a message on the bottom giving you the option to include a Stripe payment link. Enter in any additional information you want into the body of the email and click Send.

1. Your customer will receive an email that contains the link to pay the invoice online.

2. When your customer clicks on the link they will go to a page that outlines the details of the invoice.

3. When your customer clicks on Pay Invoice a pop up will appear and they will be asked to input their billing details and click on Pay.

4. They will then be taken to a payment complete screen, where they will see a message confirming the payment has been processed. The page can be printed or saved as a receipt.

Depositing funds from your Stripe Clearing account into your bank account is a manual process that can be completed in just a few steps. By following the steps, you can easily transfer funds and record any associated processing fees, ensuring that your TrulySmall records are accurate and up-to-date.

To get started, please follow our guide here.