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  • What are Stripe ePayments?
  • What do my clients need to pay online using Stripe?
  • What do you need to set up ACH transfers in Core?
  • What is the role of Stripe in ACH transfers?
  • What role does Plaid play in ACH transfers?
  • What is the ACH transfer workflow?
  • How do the clients pay via ACH transfer?
  • How can I set up Stripe ePayments in Core?
  • I created a Stripe account for my company; what next?
  • Can I have multiple Stripe ePayments accounts?
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Core Community-Admin
September 06, 2019 18:23

How can I set up Stripe ePayments in Core?

You need to first create a new Stripe account or use an existing account and connect to it from Global Settings > ePayments. You also need to create or have a Plaid.com account for bank verification. Then you need to define the online payment settings there. Check out the Core Help > Global Settings for details. After the setup, the ePayments option is enabled for all new invoices. You can enable this option for existing invoices from the Invoices screen. Check the Core Help > Invoices for details.

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