Offer your customers the convenient option to pay invoices online by credit card. This guide explains how to link the payment provider Stripe with your bexio account. Please note that transactions via Stripe may incur fees, which will be charged directly to you by Stripe.
Prerequisites
To use Stripe in bexio, you need an active Stripe account. If you do not have one yet, you can register for free at stripe.com.
Step 1: Connect Stripe with bexio
Setting up Stripe requires entering two keys (API-Keys) which you can find in your Stripe account:
- Log in to your Stripe Dashboard to retrieve your API keys. You will need the Secret API Key and the Publishable API Key.
- Now switch to your bexio account and navigate to Settings > All Settings > Features & Modules > Payment Services.
- Click on Add Payment Service and select Stripe.
- Insert both API keys into the corresponding fields.
- Click on Save. The payment service is now ready for use.
Step 2: Activate Stripe for Invoices
For new invoices, Stripe will be activated by default from now on. If you also want to offer Stripe for already created invoices, proceed as follows:
- Open the desired invoice in bexio.
- Switch to the Conditions tab.
- Check the box next to Stripe under Payment Services.
- Confirm by clicking on Save entries.
Important: The invoice must be in the
Draft status. You can find out how to reopen a completed invoice in the article
Edit invoices again
How it works for your customers: As soon as your customer clicks on Pay now in the online document and then on Credit card, they will be redirected to the secure Stripe payment page. After successful payment, bexio automatically changes the status of the invoice to paid.
FAQ & Frequently Asked Questions
To which account are Stripe payments posted in bexio?
Automatic payment receipts via Stripe are posted in bexio through the default account 1029 (Bank - System account). Recommendation: We advise against changing the name or number of this system account to ensure traceability for support inquiries.
How do I post incurred Stripe fees?
Transaction fees (expenses) from Stripe must be posted manually using the Manual bookings function. If you are unsure about the correct expense account, please contact your Fiduciary.
Where can I see the exact payment status (e.g., "cancelled")?
bexio only indicates whether the invoice has been paid. Detailed messages (such as in progress, successful or incomplete if cancelled by the customer) can be viewed directly in your Stripe account under Payments.
How can I also offer PayPal as a payment method?