The Payments section manages your connection to Stripe Connect, allowing you to accept credit card payments directly from customers through the Customer Portal and invoices.
Understanding Stripe Connect
Stripe Connect is a marketplace payment solution where:
Customers pay invoices directly through your portalFunds are deposited to your Stripe Express accountA small platform fee is deducted per your planYou maintain full control of your Stripe dashboardThere is one onboarding path — a Stripe Express account created and connected through PortaPro. There's no separate OAuth flow for existing Stripe accounts.
Connecting Your Stripe Account
First-Time Setup:
Navigate to Settings → Finance → PaymentsClick Connect Stripe AccountAn Enable Payments compliance pop-up appears, showing the fees model, your responsibilities (refunds, chargebacks, taxes), and links to the PortaPro Payments Terms and Stripe's Connected Account AgreementCheck the agreement box and click Accept & ContinueYou'll be redirected to Stripe's hosted Express onboardingComplete Stripe's verification requirements (business info, bank account)Return to PortaPro upon completionStripe Account Status
Your connection status appears as:
| Status | Description |
|--------|-------------|
| Active (Green) | Fully set up, can accept payments |
| Setup Incomplete (Yellow) | Additional steps required |
| Restricted (Red) | Account has issues requiring attention |
| Not Connected | No Stripe account linked |
Completing Incomplete Setup
If your status shows "Setup Incomplete":
Click Complete Setup buttonYou'll return to Stripe's onboardingProvide any missing informationBusiness verification may take 1-2 business daysDisconnecting Stripe
To remove your Stripe connection:
Click Disconnect buttonConfirm in the dialogPending payouts will still processYou won't accept new payments until reconnectedPortaPro fully resets the connection state — if you reconnect later, you'll see the compliance pop-up again and need to re-accept the Payments Terms, just like first-time setupSetup Reminders
The dashboard banner and any "Complete Stripe Setup" alerts in invoice, quote, or deposit payment screens all link directly to Settings → Finance → Payments.
