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OnboardMe+Stripe

OnboardMe + Stripe

Collect card and Bacs Direct Debit payments through Stripe, with payouts reconciled to your ledger.

United Kingdom

What syncs

What moves between OnboardMe and Stripe.

OnboardMe

Payments ⇄ both ways

Card and Bacs Direct Debit payments on proposals and bills.

Invoices → to Stripe

Paid invoices and payouts reconciled to your ledger.

Stripe
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How it works

How OnboardMe works with Stripe.

  1. Step 1

    Set up Stripe

    Set up Stripe from OnboardMe and complete Stripe’s verification.

  2. Step 2

    Collect

    Clients pay upfront or are debited on their bill date. Recurring bills are collected automatically.

  3. Step 3

    Reconciled

    Invoices are marked paid and payouts reconcile to your ledger.

Setup

Getting connected

Set up under Settings → Business → Payments. OnboardMe creates your Stripe account and Stripe verifies your business.

  • Works with Xero.

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