Connected records
Keep client context attached
Stripe workflows stay tied to the clients, requests, projects, invoices, payments, files, and activity your team already manages in Workspace369.
Stripe integration
Connect payment collection to invoices, retainers, deposits, and client records so finance and operations see payment status in context.
Online payment flow
Invoice sent with Pay online
INV-1042 · $1,400 · Apex Auto Spa
Client pays by card
Through the invoice link or the client portal
Paid status lands on the record
Invoice, client record, and reports update together
Their card, your Stripe account
Operational fit
Support the work already moving
Use the integration alongside sales, scheduling, delivery, communication, billing, reporting, and accounting instead of treating it as a separate tool.
Team visibility
Give every role the same picture
Help owners, operators, finance, support, and delivery teams understand what happened without stitching together records across disconnected systems.
How it works
How Stripe works with Workspace369
- 01
Connect your Stripe account
Link the Stripe account your business already uses to Workspace369, and the payments you collect settle in that account.
- 02
Send invoices clients can pay online
Invoices, deposits, retainers, and payment links go out with online payment turned on, so clients can pay from the link or the client portal.
- 03
Watch status land on the record
Paid status comes back onto the invoice and the client record, so finance and delivery see the same payment state without checking Stripe separately.
Connected data
What moves between the systems
Client records
Each payment stays attached to the client record, so the relationship history includes what was paid and when.
Invoices
Invoices sent from Workspace369 carry online payment, and paid status lands back on the invoice.
Retainers and deposits
Retainers and deposits collect online through the same Stripe connection as regular invoices.
Payment plans
Scheduled installments in a payment plan collect through Stripe and track against the remaining balance.
Payment links
Payment links let a client pay a specific amount online through your Stripe account.
Setup
Setting up Stripe
- 01
Connect Stripe
Open the integrations settings in Workspace369 and connect the Stripe account the business already uses.
- 02
Turn on online payments
Enable online payment on the invoices, deposits, retainers, and payment links you want clients to pay online.
- 03
Send and get paid
Clients pay from the invoice, payment link, or client portal. Stripe processes the payment, and Workspace369 applies its 1% application fee on top of Stripe's processing fees.
Operational fit
The connection is only useful when the team can see the context.
Workspace369 keeps the integration close to the client record, so owners, operators, finance, support, and delivery are not rebuilding the same story in separate tools.
Connect the system
Bring the external workflow beside Workspace369 records without changing the way your team names clients, jobs, invoices, and projects.
Keep context visible
Show the relevant status, event, payment, message, or record where the team already works.
Act from the workspace
Use the connected context to follow up, bill, schedule, automate, report, and keep the client moving.
In practice
What teams use Stripe for
Collecting a deposit before the job starts
Send the deposit with online payment turned on, and the client pays by card through your connected Stripe account. The paid status lands on the invoice and the client record before the work begins.
Getting invoices paid online
Invoices go out with Pay online, so clients pay from the invoice link or the client portal. Finance and delivery see the same paid status without opening Stripe.
Splitting a large bill into installments
Set up a payment plan with scheduled installments, and each one collects through Stripe against the remaining balance. The client record shows what has been paid and what is left.
FAQ
Questions about Stripe
- Do I need my own Stripe account?
- Yes. You connect the Stripe account your business already uses, and payments collected through Workspace369 settle in that account.
- What does Workspace369 charge on Stripe payments?
- Workspace369 adds a 1% application fee on top of Stripe's processing fees for payments collected through the integration.
- What can clients pay online?
- Invoices, deposits, retainers, payment plan installments, and payment links can all be paid online through the connected Stripe account.
- Where does payment status show up?
- Payment status lands on the invoice and the client record, so the team sees it beside the work without opening Stripe.
Keep exploring
Related pages
Next step
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