> ## Documentation Index
> Fetch the complete documentation index at: https://docs.agencyhandy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Stripe to Accept Online Payments in AgencyHandy

> Link your Stripe account to AgencyHandy to send invoices and collect secure online payments from clients without leaving the platform.

AgencyHandy's Stripe integration lets you accept card payments directly from your clients through invoices you send inside the platform. Once connected, your clients see a familiar Stripe-hosted checkout, and payment status syncs back to AgencyHandy automatically — no manual reconciliation needed.

<Note>
  Only **SuperAdmin** and **Admin** roles can connect or manage the Stripe integration. You must also have a verified Stripe account with the appropriate permissions before starting.
</Note>

## Connect Stripe

<Steps>
  <Step title="Open Stripe Integration settings">
    In the left sidebar, navigate to **Integrations → Stripe Integration**.
  </Step>

  <Step title="Authorize on Stripe">
    Click **Connect Stripe**. You are redirected to Stripe's authorization screen. Sign in to your Stripe account and click **Allow** to grant AgencyHandy access. Once approved, Stripe redirects you back to AgencyHandy automatically.
  </Step>

  <Step title="Configure payment preferences">
    After the redirect, configure the following options:

    * **Currency** — choose the default billing currency for your workspace.
    * **Payment methods** — enable or disable card types (Visa, Mastercard, etc.) as supported by your Stripe account.
    * **Billing preferences** — optionally set a tax rate, invoice prefix, or default payment terms and due dates.
  </Step>

  <Step title="Save and confirm">
    Click **Save**. A confirmation banner appears when the integration is active. Stripe is now linked to your workspace and your clients can pay invoices online.
  </Step>
</Steps>

## Test the integration

Before sending live invoices, run a quick end-to-end test to confirm the connection is working correctly.

<Steps>
  <Step title="Create a test invoice">
    Create a draft invoice inside AgencyHandy and assign it a small amount.
  </Step>

  <Step title="Send to yourself">
    Send the invoice to your own email address or to a team member who can help with the test.
  </Step>

  <Step title="Complete a test payment">
    Open the invoice link and complete the payment using a Stripe test card (e.g., `4242 4242 4242 4242`) if your Stripe account is in test mode, or a real card in live mode.
  </Step>

  <Step title="Verify the status update">
    Return to AgencyHandy and confirm that the invoice status changed to **Paid**. If it did, your integration is working correctly.
  </Step>
</Steps>

## Manage your Stripe connection

Return to **Integrations → Stripe Integration** at any time to:

* **Update payment settings** — change currency, payment methods, or billing preferences.
* **Review connection status** — check whether Stripe is currently active.
* **Disconnect** — click **Disconnect** to unlink your Stripe account. Payment collection pauses immediately until you reconnect.
* **Reconnect** — click **Connect Stripe** again and reauthorize to restore the integration.

<Warning>
  Disconnecting Stripe pauses payment collection for all outstanding invoices. Clients will not be able to pay online until you reconnect and re-authorize.
</Warning>

## Additional notes

<Note>
  AgencyHandy never stores your payment credentials. All payment data is handled exclusively by Stripe's secure infrastructure.
</Note>

* **One account per workspace** — you can only connect a single Stripe account to each AgencyHandy workspace. To switch accounts, disconnect the current one first, then reconnect with the new account.
* **Live invoice status** — all invoices linked to Stripe continue to reflect real-time status updates received directly from Stripe.
* **Currency** — make sure the currency configured in AgencyHandy matches the currency enabled in your Stripe account to avoid payment errors.