Managing your Account Settings in Stripe
StableSecretary is integrated with Stripe Connect to offer an easy way for you to accept many types of online payments for your StableSecretary invoices. Stripe will handle the financial setup for you; you’ll get paid faster; and your clients will enjoy the secure and convenient payment option!
Topics
- Navigating the Stripe Dashboard
- Customizing your Branding
- Controlling Email notifications for receipts
- Managing what Payment methods you want to accept
- Go back to StableSecretary.
Navigate the Stripe Dashboard
This will be your initial view of the Stripe Dashboard. Since you will use StableSecretary for creating invoices and receiving payments, click the X in the gray information window to dismiss that message.
Then, you will see the Stripe dashboard and the information that it offers! Here, you can view Payments, Customers, Reports (top left), and access your Profile and your Settings (top Right).
Customize your Branding
Go to Settings -> Business Settings, to customize your logo and brand colors.
Control Email notifications for receipts
To control whether or not your customers receive receipts after they pay, go to Settings -> Business Settings -> Customer Emails.
To control whether or not you receive receipts after your customers pay, go to Profile and scroll down to Direct Payments.
Manage what Payment methods you want to accept
To enable or disable various payment methods, go to Settings -> Product Settings -> Payment Methods.
If you’d like your customers to be able to use Link (Stripe’s one-step checkout process), go to Settings -> Product Settings -> Link in the Payment Request button.
Stripe help pages:
- Learn about the benefits of using Stripe.
- How to set up your Stripe account.
- How to manage and customize your Stripe account.
- View a step-by-step guide to Invoicing with StableSecretary and receiving Payments through Stripe.
- How to add an Online Payment Fee to your Invoices.
Go back to StableSecretary.
