Activating the Invoicing Service
Overview
The Invoicing service lets you create, send, and track invoices directly from your StartGlobal dashboard. Before you can start invoicing, you need to connect a Stripe account so that you can receive payments. This guide walks you through activating the service for the first time.
Before You Begin
- You must have an active StartGlobal account and be logged in to the client portal.
- You need a Stripe account. If you do not have one, Stripe will guide you through creating one during the connection process.
- A valid bank account or debit card linked to your Stripe account is required to receive payouts.
Step-by-Step Instructions
-
From the main navigation, go to Invoicing.
What you will seeThe Invoicing home screen displays an activation prompt indicating that the service is not yet active. An info card titled Stripe Connect Required appears at the top of the page.
-
Click the Branding tab at the top of the Invoicing page.
What you will seeThe Payment Settings page opens, showing a Stripe Account section with the status No account connected and a blue Connect button.
-
Click the Connect button.
What to do: Follow the Stripe onboarding flow that opens. Provide your business details, banking information, and identity verification as prompted by Stripe.
What you will seeOnce the connection is complete, you are redirected back to StartGlobal. A toast message confirms: "Excellent! Your Stripe account has been connected successfully." The Stripe Account section now shows Account connected successfully with a green label.
-
Navigate back to the Invoicing tab.
What you will seeThe activation prompt is gone. The full Invoicing dashboard is now visible, including the stats section, your QuickPay link, and the ability to create invoices.
What Happens Next
- Your Invoicing dashboard is fully active. You can now create invoices, add customers, and receive payments.
- Your QuickPay URL (e.g.,
quickpay.to/publicnote) is available on the dashboard. You can share this link with clients for quick payments. - If you have not yet set a custom URL, an info card titled Custom URL Not Set may appear, prompting you to personalize your QuickPay link.
Frequently Asked Questions
Troubleshooting
| Problem | Solution |
|---|---|
| The Connect button does not respond or the Stripe page does not load | Check your internet connection and try again. If the issue persists, try using a different browser or clearing your browser cache. |
| I completed the Stripe onboarding but the service still shows as inactive | Refresh the page. If the issue remains, navigate to the Branding tab and verify that the Stripe Account section shows Account connected successfully. If it does not, try clicking Connect again. |
| Stripe says my account is under review | Stripe may require additional verification for certain account types. Complete any outstanding requirements in your Stripe dashboard at dashboard.stripe.com, then return to StartGlobal. |
The Connect button does not respond or the Stripe page does not load
Check your internet connection and try again. If the issue persists, try using a different browser or clearing your browser cache.
I completed the Stripe onboarding but the service still shows as inactive
Refresh the page. If the issue remains, navigate to the Branding tab and verify that the Stripe Account section shows Account connected successfully. If it does not, try clicking Connect again.
Stripe says my account is under review
Stripe may require additional verification for certain account types. Complete any outstanding requirements in your Stripe dashboard at dashboard.stripe.com, then return to StartGlobal.
Need more help?
Our support team is available to help you with any questions about your StartGlobal account.