Connecting Stripe

Stripe handles all payment processing in CE Pro. Once connected, you can accept online payments, send invoices, and take in-person payments on the mobile app.

What Stripe Does in CE Pro

• Accept online payments — Customers pay directly from the estimate or invoice link.
• Send payment links — Include a pay button in emails and SMS messages.
• Create and manage invoices — Generate invoices and track payment status.
• Enable tap-to-pay — Accept in-person card payments on the mobile app.

How to Connect

1. Go to Settings in the sidebar.
2. Click Manage Integrations on the Integrations card. Or navigate directly to Settings --> Integrations.

1. Find the Stripe card.
2. Click Connect.

1. You are redirected to Stripe to authorize the connection.
2. If you already have a Stripe account, log in and approve the connection. If you do not have one, Stripe walks you through creating an account.

1. After approval, you are redirected back to CE Pro.
2. The Stripe card now shows Connected with a green status indicator.

Testing the Connection

After connecting, verify everything works:

1. Go to Billing in the sidebar. Confirm your subscription info appears.

1. Create a test estimate and check that the payment link option is available when you send it.

What Customers See When They Pay

1. The customer opens their estimate or invoice link.
2. They click Pay Now.
3. Stripe's secure checkout form appears. This form is hosted by Stripe, not CE Pro.
4. The customer enters their card details and submits payment.
5. Payment is recorded automatically in CE Pro.

Managing Your Stripe Account

Click Manage Subscription on the Billing page to open the Stripe customer portal.

From the Stripe portal you can:

• Update your payment method.
• View past invoices.
• Manage your CE Pro subscription plan.

Troubleshooting

Connect button does not work

• Try a different browser.
• Clear your cookies and cache.
• Disable ad blockers or browser extensions that may interfere with the redirect.

Payment not showing in CE Pro

• Payments sync automatically but may take a few seconds.
• Refresh the page and check again.
• If the payment still does not appear after a minute, check your Stripe dashboard at dashboard.stripe.com.

Customer cannot pay

• Verify the estimate has been sent. Draft estimates do not have payment links.
• Confirm the estimate status is not Expired or Cancelled.
• Ask the customer to try a different browser or device.