Connecting and Disconnecting Stripe

Overview

Stripe is the payment processor that powers all invoicing and payment link transactions in StartGlobal. You must connect a Stripe account to receive payments. If you need to switch accounts or stop accepting payments, you can disconnect Stripe at any time. This guide covers both connecting and disconnecting your Stripe account.

Before You Begin

Connecting a Stripe Account

1. From the main navigation, go to Invoicing and click the Branding tab.

   What you will see

   The Payment Settings page. The Stripe Account section shows "No account connected" with a blue Connect button.

2. Click the Connect button.

   What you will see

   The Stripe onboarding flow opens in a new window or redirects you to Stripe's website.

3. Complete the Stripe onboarding process.

   What to do: Follow Stripe's prompts to provide your business details, verify your identity, and link your bank account or debit card. If you do not have a Stripe account, you can create one during this process.

   What you will see

   Stripe walks you through several steps including business type, personal information, and payout details.

4. Return to StartGlobal after completing the Stripe setup.

   What you will see

   You are redirected back to the Payment Settings page. A toast message confirms: "Excellent! Your Stripe account has been connected successfully." The Stripe Account section now displays a Connected to Stripe label with the message "Account connected successfully" and a red Disconnect button.

Disconnecting a Stripe Account

1. From the main navigation, go to Invoicing and click the Branding tab.

   What you will see

   The Payment Settings page. The Stripe Account section shows Connected to Stripe with "Account connected successfully" and a red Disconnect button.

2. Click the Disconnect button.

   What you will see

   A confirmation dialog appears with the title "Disconnect Stripe Account" and the message: "Are you sure you want to disconnect your Stripe account ({accountId})?" followed by a warning: "This will prevent you from receiving payments through Quickpay..."

3. Review the warning and confirm.

   What to do: Read the warning carefully. If you are sure you want to proceed, click the Disconnect button in the dialog. If you change your mind, click Cancel to keep your account connected.

   What you will see

   If you confirm, a toast message appears: "Your Stripe account has been disconnected successfully." The Stripe Account section reverts to "No account connected" with a blue Connect button.

Switching to a Different Stripe Account

1. Disconnect your current Stripe account by following the disconnection steps above.

2. Connect your new Stripe account by following the connection steps above.

   What to do: During the Stripe onboarding flow, log into the new Stripe account you want to use, or create a new one.

What Happens Next

After Connecting

• Your Invoicing service becomes fully active. You can create invoices, generate payment links, and receive payments.
• Your QuickPay link becomes functional and clients can use it to make payments.
• Brand settings become available for customization. See Setting Up Invoice Branding.

After Disconnecting

• You will not be able to receive new payments through invoices, payment links, or your QuickPay URL.
• Existing invoice records and payment history remain in your dashboard for reference.
• The Invoicing dashboard may show a Stripe Connect Required info card prompting you to reconnect.
• Previously paid invoices are not affected. Funds already processed by Stripe continue through their normal payout schedule.