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Overview

Stripe integration enables online credit card payments on your invoices. Clients pay instantly with major credit cards, payments are processed automatically, and invoice status updates in real-time. Why Use Stripe:
  • Clients pay 5-10x faster with instant payment
  • Automatic payment tracking and invoice updates
  • Secure, professional payment experience
  • Standard industry rates (2.9% + $0.30)

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Connecting Stripe

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Quick Setup

Go to Settings → Payments → Connect Stripe Account → Choose to create new or connect existing Stripe account → Complete verification → Return to Every. What You Need:
  • Business information (name, address, tax ID)
  • Bank account details for payouts
  • Government ID for verification
Ask Every Agent: Connect Stripe:
  • “Connect my Stripe account”
  • “Set up online payments for invoices”
  • “How do I enable Stripe integration?”
You can start accepting payments during verification. Full setup takes 10 minutes; verification completes in 1-3 business days.

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Account Status

Enabled: Fully operational, accept payments and receive payouts Payouts Disabled: Accept payments but payouts on hold (complete bank setup/verification) Restricted: Account under review (check Stripe dashboard) Not Connected: No integration active
Ask Every Agent: Check status:
  • “What’s my Stripe account status?”
  • “Check if Stripe is connected”

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Using Stripe Payments

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Enabling Online Payments

Online payments are enabled by default on new invoices. Clients see a “Pay Now” button with secure Stripe payment form showing accepted card types. To toggle: Edit invoice → Toggle “Enable Online Payments” → Save

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Payment Process

Client: Opens invoice link → Reviews details → Clicks Pay Now → Enters card info → Payment processes instantly → Receives confirmation and email receipt You: Receive instant notification → Invoice auto-updates to Paid → Payment record created → Funds added to Stripe balance
Ask Every Agent: Track payments:
  • “Check the status of payment for invoice INV-123”
  • “Show me all Stripe payments this month”
  • “Has ACME Corp paid their invoice?”
Supported Cards: Visa, MasterCard, American Express, Discover, and other major cards

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Fees & Payouts

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Processing Fees

US & Canada: 2.9% + $0.30 per transaction Example: 1,000invoice=1,000 invoice = 29.30 fee, you receive $970.70 Fees are automatically deducted and are tax-deductible business expenses. View detailed fees in Stripe Dashboard → Payments.
Factor processing fees into your pricing. Most businesses add 3% to rates to cover fees.

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Payouts

How It Works: Client pays → Funds collect in Stripe balance → Automatic payout to your bank → Arrives in 2-7 business days Schedule: Daily automatic (default), or configure weekly/monthly in Stripe First Payout: 7-14 days (verification period) Manage: Log in to Stripe → Settings → Bank accounts and scheduling
Ask Every Agent: Review payouts:
  • “Show me my Stripe payouts this month”
  • “When is my next payout?”
  • “What’s my current Stripe balance?”
Verify bank account details carefully. Incorrect numbers delay payouts!

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Stripe Dashboard

Access via Settings → Payments → View Stripe Dashboard (or directly at stripe.com) Key Sections:
  • Home: Payment volume, balance, recent activity
  • Payments: All transactions, refunds, search/filter
  • Balance: Current balance, pending/completed payouts
  • Reports: Revenue, fees, reconciliation, tax documents
  • Settings: Bank accounts, business details, security
Check Stripe Dashboard weekly to monitor payment activity and payouts!

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Refunds & Disputes

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Processing Refunds

In Stripe Dashboard: Find payment → Click Refund Payment → Enter amount (full or partial) → Add reason → Confirm Important:
  • Stripe fees are NOT refunded to you
  • Refunds take 5-10 business days to reach client
  • Every invoice NOT automatically updated (void invoice or add note manually)
Ask Every Agent: Process refunds:
  • “Process a refund for ACME Corp’s last payment”
  • “Issue a partial refund of $500 for TechCo”
Refunds don’t update Every invoices automatically. Void invoice or add note about refund.

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Disputes & Chargebacks

If disputed: Stripe notifies you via email → You have 7-14 days to respond → Upload evidence (invoice, delivery confirmation, correspondence) → Stripe adjudicates Outcomes: Win (funds returned to you), Lose (funds returned to client + chargeback fee), or Partial refund
Keep records of all client communications and deliverables to prevent disputes!

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Security & Compliance

PCI Compliance: Automatic! Stripe handles all card data, no card details stored on Every servers. Security Features:
  • HTTPS encryption
  • Stripe-hosted payment forms (no card data exposure)
  • Secure token-based integration
  • Two-factor authentication available
  • Stripe Radar fraud detection
Best Practices:
  • Verify large or unusual payments
  • Contact client if payment flagged
  • Document all work and deliverables
  • Use clear service descriptions on invoices

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Troubleshooting

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Payment Issues

Client can’t complete payment: Insufficient funds, declined card, incorrect details, or fraud flag → Ask client to contact bank or try different card Payout not received: Check Stripe Dashboard for payout status, verify bank details, wait full 2-7 business days, or contact Stripe support Connection lost: Settings → Payments → Reconnect Stripe → Log in and reauthorize

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Best Practices

Enable online payments on all invoices - Give clients the fastest payment option!
Respond to disputes quickly - You only have 7-14 days. Gather evidence immediately.
Complete verification - Full verification prevents payout delays and increases limits.

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Next Steps

Connect Stripe

Start accepting online payments now

Create Invoices

Send invoices with payment options

Track Payments

Monitor payment status

View Reports

Analyze payment patterns
Need help? Contact support at [email protected] or Stripe support for account-specific issues.