Digital Agency Tools Docs

Connect payments

Clients pay invoices and bookings by card through your own Stripe account. Connect it once and the money goes straight to you; the platform never holds it.

The Payments settings page, with a Currency card and a Payment processing card showing Stripe and its connection status

How to

  1. Open Settings → Payments and check the Currency.
  2. In your Stripe Dashboard, go to Developers → API keys. Copy the Publishable key (it starts pk_) and reveal and copy the Secret key (it starts sk_).
  3. Back on the Payments page, click the Manual API key setup icon (the key), paste both keys and click Save keys.
  4. The card now shows Connected, with a Webhook status section underneath. Click Verify connection to check it.
The Set up Stripe payments dialog, with Publishable key and Secret key fields

The webhook

When you save your keys, a webhook is set up in your Stripe account for you. It is how Stripe tells us a payment went through, so an invoice or booking is marked paid without you doing anything.

If Webhook status says no webhook is configured, or shows an error, click Recreate webhook. Use the refresh icon to check the status again.

Keys

pk_…  publishable — safe in a page
sk_…  secret — never share it

pk_test_ / sk_test_  test mode
pk_live_ / sk_live_  real money

Plans, and the Connect Stripe button

Online payments need a plan with Stripe payments. On the free plan the Payment processing card says so and offers Upgrade to access. The same plan unlocks Invoices, Coupons and VAT in the sidebar.

You may also see a Connect Stripe button at the top of the page. Where Stripe Connect is switched on for the platform it takes you through Stripe's own sign-up; otherwise it sends you to set up your keys by hand, as above.

To change keys later, click Edit API keys. Leave the secret key blank to keep the current one. Remove keys disconnects Stripe.

Test keys are fine for trying things out, but nobody can pay you for real until you save your live keys.

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