Before you begin
- Connect and configure Dinero, e-conomic, or Billy.
- Confirm Ready for invoicing in Customer billing.
- Complete the required Sweeply plan setup.
- Have legal company, ownership, bank, and representative details available for Stripe-hosted onboarding.
- Identify the accounting account that will hold unsettled Stripe funds.
1
Open Stripe Connect
Go to Settings > Customer billing and select Add online payments or open Stripe Connect.
2
Start Stripe onboarding
Select Connect Stripe. Enter the required company and payout information in Stripe’s hosted flow.
3
Return to Sweeply
Sweeply refreshes the Stripe status. Returning from onboarding does not itself prove readiness.
4
Respond to Stripe status
Continue or update information if the status is Needs information or Restricted. If the account is Verifying, wait for Stripe to complete its review.
5
Choose the Stripe clearing account
Under Accounting accounts for Stripe, select or create the account used to register customer Stripe payments and refunds.For e-conomic, the customer-payment journal must also be configured on the provider setup page.
6
Save and verify readiness
Return to Customer billing and confirm Online payments are ready and Payment registration ready.
Stripe account states
The setup is complete only when Sweeply can create payment links and register successful payments in accounting.