Charge through Stripe
Take a payment from the contact when Stripe is connected.
Getting Paid
Collect the fee on the same client record you already work from
Charge through Stripe, send a payment request, create an invoice around a balance, or start recurring billing. Clients can see invoices, pay online, and review receipts in the portal.
What your office can do once Stripe is connected
Payments in Conecta use Stripe. Connect it in Settings, then work from Inbox, Contacts, and the Client Portal.
Payment requests and links
Send a payment request or a quick payment link from Inbox. Request payment across selected contacts from Contacts when you need to follow up as a group.
Invoices
Create an invoice around an outstanding balance so the client has a clear amount to pay.
Recurring billing
Start recurring billing setup for work that repeats, such as bookkeeping.
Balance on the contact
See the current balance due while you are already in the conversation.
What clients see in the portal
The client pays in the same branded portal they use for documents and messages.
Current balance and invoices
Clients can see what they owe without calling the office for a copy of the invoice.
Pay online
They can pay an eligible balance through the portal.
Receipts and history
Payment history and receipts stay available on their side of the portal.
From outstanding balance to paid
Billing stays attached to the contact, not a separate spreadsheet.
- Connect StripeTurn on payments in Settings so Inbox and the portal can collect.
- Send the amountCharge, send a payment request, or create an invoice from Inbox.
- The client paysThey use the link or pay inside the Client Portal.
- The office keeps the recordBalance, receipts, and history remain on the contact.
Fees live on a separate page
This page is about collecting payments in Conecta. Stripe processing fees, Conecta platform fees, and instant payouts are explained on the Stripe page.
InboxCharge, send a payment request, or create an invoice from the conversation.
Client PortalLet clients pay and review receipts in your branded portal.
IntegrationsConnect Stripe from Settings.
Stripe and ConectaSee how payment fees and optional instant payouts work.
Get paid without leaving the client record
Send the request, collect through Stripe, and keep invoices, balances, and receipts in Conecta.