This guide covers the practical setup path: prepare your Stripe account, connect it in easyTimi, confirm the connection is active, add payment details to invoices, and track what happens after a customer pays.

1. Prepare your Stripe account

Before connecting Stripe, make sure your business information is ready: legal name, business address, bank account for payouts, tax details, owner or representative information, and any verification documents Stripe requests.

Stripe may ask for additional information depending on your country, business type, and transaction activity. Complete Stripe verification before depending on online payments for important invoices.

2. Open payment settings in easyTimi

In easyTimi, go to your company settings and find the Stripe connection area. This is where you start the secure Stripe Connect flow for the active company.

If you manage multiple companies, confirm you are configuring the correct one. Stripe connections are company-specific so payouts and payment records stay separated.

3. Connect Stripe

Use the connect action to continue to Stripe. Follow Stripe's onboarding prompts and return to easyTimi when the flow is complete. You should not paste Stripe secrets or API keys into random fields; the connection flow is designed to handle authorization safely.

4. Confirm the account is active

After returning to easyTimi, check the Stripe status. A useful payment setup usually needs connected account details, charges enabled, and payouts enabled. If Stripe shows onboarding, pending, restricted, or not connected, finish the missing steps before sending invoices with payment links.

5. Create or update the invoice

Create the invoice as usual: choose the customer, currency, line items, tax labels, due date, and notes. Clear invoice details still matter even when the payment method is convenient. Customers are more likely to pay quickly when the document is easy to approve.

6. Create the payment session

When the Stripe account is active and the invoice is ready, create a payment session for the invoice. easyTimi can attach a Stripe-hosted checkout link so the customer has a simple online path to pay.

If the invoice changes after a payment session is created, review whether the existing payment link still matches the current amount and customer context. Reissue or expire stale payment sessions when needed.

7. Send the invoice

Send the invoice once the PDF, recipient, and payment link are ready. The customer should see what they owe, when it is due, and how to pay. Keep bank transfer instructions available too if your workflow supports more than one payment method.

8. Track payment status

After sending, watch the invoice status and payment records. Stripe payments may involve authorization, settlement, payout timing, or failed payment attempts. easyTimi keeps the invoice workflow visible, while Stripe remains the source for detailed payment processing and payout information.

9. Keep Stripe settings current

Review Stripe status when bank details, business details, country requirements, or verification status changes. A connection that worked yesterday can become restricted if Stripe needs updated information.