Stripe Payments Integration
Connect your organization's Stripe account to Introzy to accept online payments on invoices. When connected, your customers can pay invoices directly via credit card or ACH bank transfer, and funds are deposited directly to your bank account.
Key Features
Credit Card Payments: Accept Visa, Mastercard, American Express, and other major cards
ACH Bank Transfers: Accept direct bank payments with lower processing fees
Direct Deposits: Payments go directly to your connected Stripe account
Automatic Updates: Invoice status updates automatically when payments are received
Secure Checkout: Stripe's hosted checkout handles all payment processing
Partial Payments: Customers can make partial payments on invoices
Getting Started
Prerequisites
An active Stripe account (or create one during setup)
Organization admin access in Introzy
Connecting Your Stripe Account
Navigate to Integrations
Click Settings in the sidebar, then select Integrations.
Click "Connect with Stripe"
In the Stripe Payments card, click the Connect with Stripe button.
Complete Stripe Onboarding
You'll be redirected to Stripe to either:
Sign in to your existing Stripe account, or
Create a new Stripe account if you don't have one
Follow Stripe's onboarding steps to verify your business information.
Return to Introzy
After completing Stripe's setup, you'll be redirected back to Introzy. Your Stripe account status will show as connected.
Understanding Account Status
After connecting, your Stripe account may show different statuses:
Status | Meaning |
Active | Fully set up — you can accept payments and receive payouts |
Pending Setup | Connected but needs more information in Stripe |
Pending Verification | Stripe is verifying your business information |
Restricted | Account has limitations — check Stripe Dashboard for details |
Required Capabilities
For full functionality, your Stripe account needs:
Charges Enabled: Allows you to accept payments
Payouts Enabled: Allows Stripe to deposit funds to your bank
If either shows "Pending," complete the remaining onboarding steps in your Stripe Dashboard.
How Payments Work
Payment Flow
Send Invoice: Create and send an invoice to your customer
Customer Receives Link: Customer clicks the "Pay Now" link in the invoice
Secure Checkout: Customer enters payment details on Stripe's checkout page
Payment Processed: Stripe processes the payment securely
Invoice Updated: Introzy automatically marks the invoice as paid
Funds Deposited: Money is deposited to your bank (minus Stripe fees)
Supported Payment Methods
Method | Processing Time | Typical Fees |
Credit/Debit Card | Instant | ~2.9% + $0.30 |
ACH Bank Transfer | 3-5 business days | ~0.8% (capped at $5) |
Fees are charged by Stripe and may vary. Check your Stripe Dashboard for exact rates. Introzy does not charge any additional fees on top of Stripe's standard processing fees.
Partial Payments
Customers can pay any amount up to the invoice total. When a partial payment is made:
Invoice status changes to "Partial"
Amount paid and amount due update automatically
Customer can make additional payments until the invoice is fully paid
Sending Payment-Enabled Invoices
Creating an Invoice
Navigate to Invoices in the sidebar
Click Create Invoice
Fill in the invoice details:
Customer information
Line items and amounts
Due date
Save the invoice
Sending to Customer
When you send an invoice, customers receive:
Invoice details with line items
A Pay Now button that links to Stripe's secure checkout
Manual payment instructions (if you've configured them as a fallback)
Manual Payment Instructions
Even with Stripe connected, you can provide manual payment instructions for customers who prefer wire transfers or checks.
Setting Up Manual Instructions
Manual payment instructions can be configured in your organization settings. These appear alongside the "Pay Now" button on invoices, giving customers multiple payment options.
Common information to include:
Wire Transfer: Bank name, routing number, account number
Check: Payable to, mailing address
Contact: Billing email for payment questions
Managing Your Connection
Viewing Connection Status
Go to Settings → Integrations
The Stripe Payments card shows:
Account ID: Your Stripe account identifier
Email: The email associated with your Stripe account
Status: Active, Pending, or Restricted
Charges Enabled: Whether you can accept payments
Payouts Enabled: Whether you can receive deposits
Accessing Your Stripe Dashboard
To manage payouts, view transaction history, or update your Stripe settings:
Go to dashboard.stripe.com
Sign in with your Stripe credentials
Manage your account settings, view reports, and more
Disconnecting Stripe
If you need to disconnect your Stripe account:
Go to Settings → Integrations
Click Disconnect on the Stripe Payments card
Confirm the disconnection
What happens when you disconnect:
New invoices will not have online payment enabled
Existing unpaid invoices will fall back to manual payment instructions
Previously completed payments remain recorded
You can reconnect at any time
Stripe Fees
Stripe charges processing fees on each transaction. These fees are deducted before funds are deposited to your bank account.
Example
Invoice Amount | Stripe Fee (~2.9% + $0.30) | You Receive |
$100 | ~$3.20 | ~$96.80 |
$1,000 | ~$29.30 | ~$970.70 |
$10,000 | ~$290.30 | ~$9,709.70 |
Reducing Fees with ACH
ACH bank transfers typically have lower fees than credit cards (~0.8%, capped at $5 per transaction). For large invoices, encouraging customers to pay via ACH can save significant fees.
Tips & Best Practices
Complete Stripe onboarding promptly: Pending verification can delay your ability to accept payments
Verify your bank account: Ensure your payout bank account is correctly configured in Stripe
Monitor your Stripe Dashboard: Check for any account alerts or required actions
Use ACH for large invoices: Lower fees mean more money in your pocket
Send invoices promptly: The sooner you invoice, the sooner you get paid
Troubleshooting
"Charges Enabled" Shows Pending
Your Stripe account needs additional verification. To fix:
Go to your Stripe Dashboard
Look for any alerts or required actions
Complete the requested verification steps
Return to Introzy and refresh the page
"Payouts Enabled" Shows Pending
Stripe needs to verify your bank account. To fix:
Go to your Stripe Dashboard
Navigate to Settings → Bank accounts and scheduling
Add or verify your bank account
Complete any pending verification steps
Customer Can't Pay Invoice
If a customer reports they can't pay:
Check your Stripe status: Ensure "Charges Enabled" is active
Verify the invoice: Confirm the invoice was sent and is not in draft status
Check the payment link: Ensure the customer is using the correct link
Contact support: If issues persist, contact Introzy support
Payment Received But Invoice Not Updated
Webhook delivery may have been delayed. To verify:
Check your Stripe Dashboard for the payment
Wait a few minutes and refresh the invoice in Introzy
If still not updated, you can manually record the payment
Connection Keeps Failing
If you're unable to connect your Stripe account:
Clear browser cache: Try connecting in an incognito/private window
Check Stripe account status: Ensure your Stripe account is in good standing
Try a different browser: Some browser extensions can interfere
Contact support: If issues persist, reach out to Introzy support
FAQ
Q: Do I need an existing Stripe account?
A: No. You can create a new Stripe account during the connection process. Stripe will guide you through setting up your account and verifying your business.
Q: How long until I receive funds from a payment?
A: Credit card payments are typically deposited within 2 business days. ACH payments take 3-5 business days to clear, then follow the same payout schedule.
Q: Does Introzy charge any fees on top of Stripe?
A: No. Introzy does not take any cut of your payments. You only pay Stripe's standard processing fees.
Q: Can I accept payments in currencies other than USD?
A: Currently, Introzy supports USD payments. Multi-currency support may be added in future releases.
Q: What happens if a customer disputes a payment?
A: Disputes (chargebacks) are handled through your Stripe Dashboard. Stripe will notify you and guide you through the dispute process.
Q: Can I issue refunds through Introzy?
A: Currently, refunds must be processed directly through your Stripe Dashboard. The invoice status in Introzy will remain as paid.
Q: Is my customers' payment information stored in Introzy?
A: No. All payment processing happens on Stripe's secure servers. Introzy never sees or stores credit card numbers or bank account details.
Q: Can multiple team members access the Stripe integration?
A: The Stripe connection is at the organization level. Any organization admin can manage the connection. Individual team members can send invoices that use the connected Stripe account.