Stripe
Connecting Stripe for online payments, payouts, and storefront checkout
ServiceCortex integrates with Stripe through Stripe Connect, allowing you to accept online payments directly from invoices and the client portal. The integration supports two connection methods depending on whether you already have a Stripe account.
Connection methods
Express Connect (new to Stripe)
If you do not have an existing Stripe account, use Express onboarding. ServiceCortex creates a Stripe Express account on your behalf and guides you through Stripe's hosted onboarding flow.
- Go to Settings > Integrations > Stripe.
- Click Connect with Stripe.
- Complete the Stripe-hosted onboarding form (business details, bank account, identity verification).
- You are redirected back to ServiceCortex when onboarding is complete.
Standard Connect (existing Stripe account)
If you already have a Stripe account, use OAuth to link it:
- Go to Settings > Integrations > Stripe.
- Click Link Existing Stripe Account.
- You are redirected to Stripe to authorize ServiceCortex.
- After authorization, you are redirected back to ServiceCortex.
Standard Connect gives you full access to your existing Stripe dashboard, products, and settings.
Account status
After connecting, your Stripe account moves through the following statuses:
| Status | Description |
|---|---|
| Onboarding | Account created but Stripe's onboarding form is incomplete |
| Pending Verification | Details submitted, waiting for Stripe to verify identity or documents |
| Active | Fully verified -- charges and payouts are enabled |
| Restricted | Stripe has disabled some capabilities due to outstanding requirements |
| Disconnected | Account has been unlinked from ServiceCortex |
You can check your current status at any time from Settings > Integrations > Stripe. If your account link expires during onboarding, click Refresh Link to generate a new one.
Accepting online payments
Once your Stripe account is active (charges enabled), you can turn on online payments:
- Go to Settings > Billing > Payment Settings.
- Enable Online Payments.
- Configure payment options:
| Setting | Description |
|---|---|
| Pass Fee to Customer | Add a surcharge to cover Stripe processing fees |
| Fee Percentage | Card processing fee percentage (default 2.9%) |
| Fixed Fee | Per-transaction fixed fee (default $0.30) |
| Allow Partial Payments | Let customers pay a portion of the invoice |
| Minimum Payment Amount | Set a floor for partial payments |
| Bank Transfer | Enable manual bank transfer as a payment option |
When online payments are enabled, invoices sent to customers include a Pay Now button that opens a secure Stripe-hosted payment page.
Payouts
The payout dashboard shows your Stripe balance and recent payouts to your bank account. Access it from Settings > Integrations > Stripe > Payouts.
- Balance -- your current available and pending balance in Stripe
- Payout history -- list of payouts with status (pending, paid, failed, canceled)
- Transactions -- individual charges, refunds, and fees that make up your balance
For full payout management (bank accounts, payout schedules, tax documents), click Open Stripe Dashboard to access the Stripe Express Dashboard directly.
Storefront and checkout
Connected accounts can also sell products through a public storefront powered by Stripe:
- Create products with names, descriptions, and prices
- Generate checkout sessions for customers to purchase via Stripe Checkout
- Collect application fees on each transaction
The storefront is accessible via public URLs without authentication, making it suitable for embedding on your website.
Disconnecting Stripe
To disconnect your Stripe account:
- Go to Settings > Integrations > Stripe.
- Click Disconnect.
- Confirm the disconnection.
For Standard Connect accounts, this revokes the OAuth authorization. Online payments are automatically disabled when you disconnect. Existing invoices that have already been paid are not affected.
What's next
- Create and send invoices with online payment links.
- Connect Xero to sync invoices and payments to your accounting system.
- Configure the client portal where customers view and pay invoices.