1. Go to Settings
Click Settings in the left sidebar, then navigate to the Payments section. This is where you connect and configure your payment processing.
2. Connect Stripe
Click Connect Stripe. You'll be redirected to Stripe's secure onboarding flow. If you already have a Stripe account, sign in. If not, Stripe will walk you through creating one. This typically takes just a few minutes.
Stripe handles all the payment processing, security, and compliance so you can focus on your creative work.
3. Complete Stripe Onboarding
Stripe will ask for basic business information:
- Business type (individual or company)
- Personal details for identity verification
- Bank account for receiving payouts
Once complete, you'll be redirected back to creavio with your Stripe account connected.
4. Enable Payment Methods
By default, credit and debit cards are enabled. Through your Stripe dashboard, you can also enable additional payment methods like ACH bank transfers or Apple Pay. creavio's checkout page automatically shows whatever methods you've enabled.
5. Test Your Checkout
Before sending your first invoice, create a test invoice for yourself to walk through the full payment experience. This lets you see exactly what your clients will see and confirm everything works smoothly.
6. Start Getting Paid
With Stripe connected, your invoices include a Pay Now button. Clients click the link in their email, review the invoice, and pay in seconds. Payments are deposited into your bank account on Stripe's standard payout schedule.
Tips
- Stripe payouts typically arrive in 2 business days.
- You can track all payments and payouts in your creavio Money dashboard.
- Stripe's fees are 2.9% + 30 cents per transaction. No additional creavio fees.
- Proposals combine packages, contracts, and payment into one seamless client experience.