Set Up Payments

Connect Stripe to accept client payments via cards and ACH bank transfer.

Steps

1. Go to Invoices > Setup (/dashboard/invoices/setup).
2. Click Set Up Stripe Account. This creates a new Stripe Standard account in your name — you own it, and you can manage all your Stripe accounts from the same login at stripe.com.
3. Complete Stripe-hosted onboarding (business info, bank account, identity verification).
4. Once connected, clients can pay invoices online via card or ACH bank transfer.
5. Manage payouts, payments, balances, disputes, and account settings directly inside ClientCasa via the embedded Stripe dashboard tabs on the Setup page.
6. Stripe Customer Portal is auto-configured so clients can manage saved payment methods.
7. Payment status updates flow in via Stripe webhooks and reflect on invoices automatically.

Payout Schedule

When you first connect Stripe, payouts from client payments are held for 7 business days before being deposited to your bank account. This is a standard fraud prevention measure used by payment platforms.

After 90 days of good standing (low dispute rate), payouts are processed on Stripe's standard schedule — typically 2 business days.

You can view your payout schedule and history directly inside ClientCasa under Invoices > Payouts, or on stripe.com.

Disconnecting

Disconnecting Stripe is reversible — your account stays in your name and you can reconnect instantly. Recurring billing on clients automatically pauses while disconnected and resumes the moment you reconnect (no per-client re-enable needed).