Before linking Stripe

Review your payment settings first, including bank transfer details, deposit percentage, progress payment settings and GST status. This helps your team keep card payment wording aligned with the rest of your client payment setup.

Connecting from Configuration

1. Open Configuration and go to the Payments step.
2. Find the Online payments card.
3. Select Connect Stripe.
4. Complete the provider sign-in and approval steps for your business account.
5. Return to Fencify and confirm the card shows Stripe Account Active.

Confirming the setup result

After Stripe is connected, check Configuration for the Ready status and open Integrations to confirm the Stripe card shows Connected. Keep this as part of your payment setup check before sending client payment requests.

Operating checks after setup

• Confirm your quote and invoice payment wording suits your current payment process.
• Review a small number of payment records after first use so your admin process is clear.
• Ask your bookkeeper to confirm reconciliation expectations before relying on card payments for a large batch.