How to set up Stripe Connect for JobSheet

Before you start

• You need to be workspace admin or office staff (people who manage quotes and invoices). Field staff cannot connect Stripe.
• Stripe Connect is separate from JobSheet Subscription billing. Subscription pays for JobSheet seats; Connect receives your customers’ invoice payments.
• Card payments are GBP only. Bank transfer details on print views remain for customers who prefer BACS.

Steps

1. Open Workspace → Integrations.
2. Scroll to Online payments.

3. Choose Connect Stripe account (or Continue Stripe setup if you started before).
4. Complete Stripe’s hosted onboarding in the browser (business details, bank account). You can manage payouts and account details in your own Stripe Dashboard after setup.
5. Return to JobSheet (you should land back on Integrations). If status does not update, choose Refresh status until card payments show as active.

After Connect is active

• Pay links appear on sent invoices when the customer has an email address.
• Customers pay by card; JobSheet marks the invoice paid when Stripe confirms payment.
• Bank transfer and manual Mark paid still work if a customer prefers BACS.

Tips

• If onboarding stalls, open Stripe from Continue Stripe setup again.
• JobSheet subscription billing is separate from Stripe. Stripe charges its own card fees on customer payments. JobSheet does not add a platform fee on those invoice payments.
• Stripe sends its own payment receipt to the customer. Optional JobSheet receipt emails are in Workspace → Notifications.

Related guides

• Accept card payments on invoices
• Mark an invoice paid
• Online payments feature guide