AI & Integrations | Workspace
Connect Stripe for customer payments
Complete Stripe onboarding, return to ServiceTooly, and verify the company can receive payouts.
Sign in to your company workspace to use the related controls.
What this section includes
- Open payment settings
- Enter business information at Stripe
- Return to ServiceTooly
- Run a controlled test
- Confirm payouts and support ownership
Start-to-finish instructions
Open payment settings
Choose Connect Stripe from the company’s Settings & Integrations area.
Enter business information at Stripe
Complete identity, business, bank, tax, and ownership information in Stripe’s secure onboarding.
Return to ServiceTooly
Confirm the connection status shows the expected account and that required actions are complete.
Run a controlled test
Use the permitted test or small live workflow to verify payment, application fees if applicable, receipt, refund, and webhook updates.
Confirm payouts and support ownership
Review payout destination and schedule. Each tenant owns its connected Stripe account; platform billing remains separate.
Helpful tip: Do not create or reuse a connected account for the wrong tenant. The displayed company and Stripe account must match.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.