Connect Stripe (Invoicing)

Connect Stripe (Invoicing)

Stripe is the payment provider used by Joinways for invoicing. Connecting your Stripe account lets you generate invoices from signed quotes and track payments directly from your Stripe dashboard.

Prerequisites

You need a Stripe account (free to create at stripe.com). Invoicing is available on Pro and Enterprise plans.

How to connect

1. Go to Settings > Integrations > Invoicing tab.
2. Click the Stripe card.
3. You're redirected to Stripe to authorize the connection.
4. Authorize Joinways to access your Stripe account.
5. You're returned to Joinways. Connection is confirmed.

💡 Stripe is now connected. You can generate invoices from signed quotes in the Quotes tab of any event.

💡 If you don't have a Stripe account yet, you can create one during the connection process. Sign-up is free.

What Stripe does in Joinways

Once connected, Stripe is only involved in the invoicing flow:

• Generate invoices from signed quotes.
• Send invoices to clients with a payment link.
• Track payments (pending, paid, overdue).
• Automatic sequential invoice numbering.

Joinways does not access your other Stripe data (existing customers, prior payments).

Disconnect

Go to Settings > Integrations > Invoicing tab and click Disconnect. Already generated invoices remain in Stripe. New invoices will require reconnecting.

Troubleshooting

The payment link doesn't work for the client?

Verify your Stripe account is in live mode (not test mode). Test payment links only work with Stripe test cards. Also confirm your Stripe account has completed the verification process.

Received payments aren't automatically reconciled?

Automatic reconciliation works for payments made through Joinways–Stripe links. Direct bank transfers must be manually marked as received in the invoice.

Best practices

Start with Stripe test mode to verify your invoicing workflow before processing real payments. Switch to live mode once everything works as expected.

💡 Set up your tax rates and default currency in Stripe before connecting. This avoids having to adjust settings later on every invoice.

FAQ

Are there additional fees?

Joinways does not charge fees on payments. Standard Stripe fees apply (see stripe.com/pricing).

Can I use an existing Stripe account?

Yes, you connect your existing Stripe account. Invoices generated by Joinways appear in your regular Stripe dashboard.

Can I invoice without Stripe?

No, invoicing in Joinways requires Stripe.

See also

• Invoicing
• Create a quote
• Electronic signature
• Plans and pricing