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OnboardMe + Stripe
Collect card and Bacs Direct Debit payments through Stripe, with payouts reconciled to your ledger.
What syncs
What moves between OnboardMe and Stripe.

Payments ⇄ both ways
Card and Bacs Direct Debit payments on proposals and bills.
Invoices → to Stripe
Paid invoices and payouts reconciled to your ledger.

How it works
How OnboardMe works with Stripe.
Step 1
Set up Stripe
Set up Stripe from OnboardMe and complete Stripe’s verification.
Step 2
Collect
Clients pay upfront or are debited on their bill date. Recurring bills are collected automatically.
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.
Stay updated
Get the latest updates on new features, integrations, and tips for onboarding clients.
Have a question?
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