Prerequisites
- Elite or Reseller plan
- Stripe account (free to create)
- At least one client in your CRM
1
Connect Stripe
- Go to Settings → White Label → Integrations
- Find the Stripe integration
- Click Connect
- Complete the Stripe OAuth flow
- Verify your Stripe account if prompted
2
Complete Stripe Verification
Stripe may require additional verification:
- Business information
- Bank account for payouts
- Identity verification
3
Create Your First Invoice
- Open CRM from the sidebar
- Select a client
- Go to the Billing tab
- Click Create Invoice
- Fill in the details:
- Service name (e.g., “Website Design”)
- Price
- Currency
- Frequency (one-time, monthly, yearly, weekly)
- Click Send Invoice
4
Set Up Recurring Billing
For ongoing services:
- When creating an invoice, select Monthly, Yearly, or Weekly frequency
- This creates a subscription
- The client is billed automatically on the schedule
- View active subscriptions in the client’s Subscriptions tab
Managing Invoices
View All Invoices
Go to CRM → Billing tab to see all invoices across clients.Invoice Status
- Open - Awaiting payment
- Paid - Payment received
- Refunded - Payment returned
Copy Payment Link
Click the copy icon on any invoice to get the payment link for your client.Download Invoice
Click the download icon to save the invoice as PDF.Refund Invoice
Click the refund button on a paid invoice to process a refund.Managing Subscriptions
View Subscriptions
Go to client details → Subscriptions tab.Cancel Subscription
Click Cancel on any active subscription to stop future billing.Best Practices
- Set clear service names that clients understand
- Use subscriptions for ongoing services
- Keep track of outstanding invoices
- Send payment reminders for overdue invoices
All Tutorials
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White Label Setup
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