Payments & Invoicing

Vaasu Guduguntla

Last Update לפני חודש

TalleFlow integrates with Stripe to give you a seamless way to bill clients and collect payments online. Once connected, you can send professional invoices, accept secure payments, and track your financial performance without leaving the platform.

Why Stripe Integration Matters

Connecting Stripe transforms TalleFlow into your all-in-one payment processing hub.
Benefits include:
  • 💳 Accept Credit Card Payments – Visa, MasterCard, American Express, Discover
  • 🔒 Secure Processing – Bank-level security with PCI compliance
  • 🔄 Automated Workflows – Track payments automatically
  • 📊 Real-Time Updates – Instant notifications when clients pay
  • 🌍 Global Reach – Accept payments from clients around the world

How to Connect Stripe in TalleFlow

  1. Go to the Finance tab in the left menu
  2. Click Settings at the top of the Finance dashboard
  3. Under Receiving Payments, click Get Started with Stripe
  4. Complete Stripe's Express Account Setup flow by following the on-screen steps
  5. Once your account is verified, Stripe will be connected to TalleFlow and ready to receive payments

⚠️ Important: Using the Pay Now Button

  • You cannot include the Pay Now button in an invoice until Stripe is fully set up
  • Without Stripe, you can still send invoices, but they will not be connected to online payments
  • In that case, you'll need to collect payment using other methods such as cash, check, Venmo, Zelle, or bank transfer

Payment Method

Once connected, your clients can pay you using:
  • Credit Cards – Visa, MasterCard, American Express, Discover

Security & Compliance

Stripe handles all compliance and payment security for you:
  • 🔒 PCI DSS compliance is automatic
  • 🛡️ Fraud protection with advanced detection tools
  • 🔐 All data is encrypted in transit and at rest
  • 📊 Dispute management for chargebacks

    Payouts & Settlement

    • 💰 Funds go directly into your connected bank account
    • ⏰ Choose daily or weekly payouts (based on Stripe settings)
    • 📅 See upcoming payout dates in your Finance → Payouts tab


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