Connect to Stripe
Description

Connecting to Stripe allow you to: 

  • Take card payments directly from invoices
  • Match payments to invoices automatically

If you don't already have a Stripe account, you can sign up during the connect process below. 

Cause
Resolution
  1. From Settings, select Learn more about Stripe.
  2. Select Continue in Stripe. This takes you to a Stripe login page.
  3. If you already have a Stripe account, enter your Email address and Password.
  4. If you don't have a Stripe account, you can create one at this stage.
  5. Follow the remaining steps within Stripe. Have your banking information and personal details ready to enter.
  6. Select Submit and wait a few moments while you're redirected back to Sage.
  7. From the Bank account dropdown, select the bank account you want to link to Stripe. This is where your Stripe transactions will show.
  8. Select Save.

You can now accept online card payments for invoices.

What's next? Read: Take card payments with Stripe

Steps to duplicate
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