1. Introduction

Integrating a Stripe account with Cone streamlines your payment processing, making it effortless to manage invoice payments and accounting flows. Whether through direct debits, ACH payments, or credit card transactions, integrating Stripe with Cone simplifies financial management

If you also integrate your accounting software with Cone, you can further streamline your workflow by automatically updating the payment status of invoices and sending reminders to your clients about payments

2. Cone payments account

2.a Advantages

Cone Payments Account offers numerous benefits:

Streamlined payment processing: Supports various methods including BACS, ACH, and credit card transactions
Efficiency: Automatically updates invoice payment statuses and sends payment reminders to clients
Simplified financial management: Focus on business growth while Cone handles your financial operations

2.b Setting up the account

Creating a payments account with Cone is a one-time process
To create this, head to Settings -> Integrations . Click on Connect in Stripe card under Payment section

Then in the sidebar, click Connect against Create Stripe account with Cone

Then follow the on-screen instructions to create a payments account with Cone

During setup, submit necessary company documents and bank account details for payouts

2.c Incomplete setup handling

Once the process has started and if you stop the process in between, status will be shown as Incomplete in the integrations page

You can click on Manage to see what additional steps are required to complete the setup

You can click on Continue setup to resume from the last point

3. Connect existing Stripe account

3.a Setting up the account

Navigate to integrations: In Settings -> Integrations, find the Stripe card under Payment and click on Connect

Then in the sidebar, click Connect against Existing Stripe account

This choice ensures continuity in your payment processes and centralizes your financial operations within Cone

4. Integration status

Once account is fully setup, you should see Active status in Stripe integration card in the integrations page. This indicates that you are ready to collect payments from your clients

A successful setup also shows Active status for Stripe payouts . With this, you are also set to receive payments into your bank account

5. Managing the integration

5.a Payment integration details

You can view the payment account from the integrations page by clicking Manage on Stripe card

You can click on Stripe dashboard link and manage your payments account with Cone

5.b Disconnecting payment integration

Once payment integration is disconnected, payment collection for invoices will be stopped

If you have created payments account with Cone, please reach out to us over in-app help chat to disconnect the integration

If you connected your existing Stripe account, you can disconnect it using the triple dot actions available on the payment integration card in Settings -> Integrations and clicking Disconnect

6. Troubleshooting integration setup

If any status other than Enabled is shown, it may indicate that the account is under review or further information is needed
Follow on-screen prompts to complete any outstanding setup steps
If there's an error with payment account anytime, an alert banner will be shown at the top of the app. Follow the provided link in the banner to resolve any issues promptly, ensuring uninterrupted payment processing