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By connecting Stripe, your invoices automatically include a Pay Now link. Clients can pay instantly with a credit card, debit card, or bank transfer - directly from the invoice email.

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Why connect Stripe?

  • Get paid faster - clients can pay with a click instead of mailing a check or wiring money
  • Automatic tracking - payments are matched to invoices automatically
  • Professional experience - branded payment pages build trust
  • Multiple payment methods - credit cards, debit cards, ACH bank transfers

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How to connect Stripe

1

Go to Invoices

Navigate to Clients → Invoices in the sidebar.
2

Find the Digital Payments banner

At the top of the Invoices page, you’ll see a “Digital Payments Not Enabled” banner.
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3

Complete Stripe onboarding

Click Complete Onboarding on the banner. You’ll be redirected to Stripe to set up your account.
4

Finish Stripe setup

Log in to your Stripe account (or create one), then complete the required onboarding steps. Stripe will ask for business details, bank info, and identity verification.
5

Done!

Once Stripe onboarding is complete, all new invoices will automatically include a Pay Now payment link.

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What happens when a client pays

  1. Client clicks the Pay Now link in the invoice email
  2. They’re taken to a secure Stripe-hosted payment page
  3. After payment, the invoice is automatically marked as Paid in Cashflowy
  4. The bank transaction (when it arrives) can be automatically matched to the invoice
Stripe fees apply. Stripe charges standard processing fees (typically 2.9% + $0.30 per transaction). These are deducted from the payment before it reaches your bank account. Cashflowy does not charge any additional fees on top of Stripe’s.