Stripe Setup Guide

Connect your Stripe account to start accepting instant payments through your invoice emails.

What You'll Achieve

  • Automatic payment buttons in every invoice email
  • Accept credit cards, bank transfers, and digital wallets
  • Real-time payment notifications and status updates
  • Global payment processing in 135+ currencies

Estimated time: 5-10 minutes • Difficulty: Easy • Required: Stripe account

1

Create or Access Your Stripe Account

You'll need a Stripe account to process payments

If you don't have a Stripe account yet, you'll need to create one. If you already have a Stripe account, you can use your existing account.

Creating a New Stripe Account:

  1. Go to stripe.com
  2. Click "Start now" and follow the registration process
  3. Complete your business verification (required for live payments)
  4. Note: You can start with test mode while setting up
2

Get Your Stripe API Keys

Find your publishable and secret keys in the Stripe dashboard

You'll need both your Publishable Key and Secret Key from Stripe. These keys allow PayChase AI to create payment links and process payments on your behalf.

How to Find Your API Keys:

  1. Log in to your Stripe Dashboard
  2. Click on "Developers" in the left sidebar
  3. Click on "API keys"
  4. You'll see your Publishable key and Secret key
  5. For testing, use the keys that start with "pk_test_" and "sk_test_"
  6. For live payments, use the keys that start with "pk_live_" and "sk_live_"

Important Security Note:

Never share your Secret Key publicly. Keep it secure and only enter it in the PayChase AI dashboard. Your Publishable Key is safe to share and is used for client-side operations.

3

Connect Stripe in PayChase AI

Enter your API keys in the PayChase AI dashboard

Now you'll connect your Stripe account to PayChase AI by entering your API keys.

Setup Steps in PayChase AI:

  1. Navigate to Dashboard → Integrations → Stripe
  2. Click the "Setup & Configuration" tab
  3. Enter your Stripe Publishable Key
  4. Enter your Stripe Secret Key
  5. Click "Connect Stripe Account"
  6. Verify the connection shows "Connected" status

Test Mode First:

We recommend starting with test keys to familiarize yourself with the system. You can switch to live keys when you're ready to accept real payments.

4

Test Your Integration

Send a test invoice to verify everything works correctly

Before going live, it's important to test your Stripe integration to ensure payment links are generated correctly and payments process successfully.

Testing Checklist:

  • Create a test invoice in PayChase AI
  • Send the invoice via email
  • Verify the email contains a Stripe payment button
  • Click the payment button and complete a test payment
  • Check that the invoice status updates to "Paid"
  • Verify you receive a payment notification

Stripe Test Card Numbers:

Successful Payment: 4242 4242 4242 4242

Declined Payment: 4000 0000 0000 0002

Any future expiry date and CVC will work for test payments

5

Go Live with Real Payments

Switch to live keys when ready for production

Once you've tested thoroughly and are ready to accept real payments, you can switch to your live Stripe keys.

Going Live Steps:

  1. Ensure your Stripe account is fully verified
  2. Get your live API keys (pk_live_ and sk_live_)
  3. Update your PayChase AI integration with live keys
  4. Test with a small real payment to yourself
  5. Start sending live invoices to clients

Congratulations!

Your Stripe integration is now live. Every invoice email will automatically include a secure payment button, making it easy for clients to pay instantly.

🎉 Setup Complete!

Congratulations! Your Stripe integration is now ready. Here's what to do next: