JobsiteOn

Set Up Payment Processing

Connect Stripe to your JobsiteOn workspace so customers can pay invoices online with credit cards and bank transfers.

Sofia Patel
Written by Sofia PatelUpdated over a month ago5 min readBeginner

What this guide covers

This guide explains how to connect Stripe to your JobsiteOn workspace for online payment processing. You will learn how to create or link a Stripe account, configure accepted payment methods, test that payments work, and understand the fee structure.

Before you begin

Step 1: Open payment settings

  1. Click Settings in the sidebar
  2. Select the Payments tab
  3. You will see the payment processing setup section

Screenshot: Payments settings page showing a "Connect with Stripe" button, a brief explanation of how online payments work, and a checklist of what you will need to complete setup

Step 2: Connect your Stripe account

Click Connect with Stripe. This opens the Stripe Connect onboarding flow in a new window.

If you already have a Stripe account

  1. Sign in with your existing Stripe credentials
  2. Authorize JobsiteOn to connect to your account
  3. You are redirected back to JobsiteOn with a success message

If you are new to Stripe

  1. Enter your business information (legal name, address, tax ID)
  2. Add your bank account for payouts
  3. Complete identity verification by uploading a photo ID
  4. Review and accept Stripe's terms of service
  5. You are redirected back to JobsiteOn

Animation: Walkthrough of the Stripe Connect onboarding flow showing business information entry, bank account linking, and the redirect back to JobsiteOn with a green "Connected" status badge

Note: Stripe may take 1-2 business days to verify your identity and bank account. You can still create invoices during this time, but online payments will not be active until verification completes.

Step 3: Configure accepted payment methods

After connecting Stripe, return to the Payments tab in Settings to configure which payment methods your customers can use.

Method Description
Credit/Debit Card Visa, Mastercard, American Express
ACH Bank Transfer Direct bank-to-bank transfer (lower fees)

Screenshot: Payment methods configuration panel showing toggles for Credit/Debit Card (enabled) and ACH Bank Transfer (enabled) with fee percentages displayed next to each option

Tip: Enable ACH bank transfers for larger invoices. The fees are significantly lower than credit card fees, and many commercial customers prefer paying by bank transfer.

Step 4: Test a payment

Before going live with customers, test that the payment flow works.

  1. Create a test invoice for a small amount (e.g., $1.00)
  2. Send the invoice to your own email address
  3. Open the invoice email and click the payment link
  4. Complete the payment using a real card or bank account
  5. Verify the payment appears in JobsiteOn and in your Stripe dashboard

Screenshot: Customer-facing invoice payment page showing the invoice total, company logo, line items, and a payment form with credit card fields and a "Pay Now" button

Note: The test payment is a real charge. You can refund it from your Stripe dashboard after testing.

Step 5: Understand the fee structure

Every online payment incurs a processing fee charged by Stripe. These fees are deducted from the payment before funds reach your bank account.

Payment Method Fee
Credit/Debit Card 2.9% + $0.30 per transaction
ACH Bank Transfer 0.8% per transaction (capped at $5.00)

JobsiteOn does not charge additional fees on top of Stripe's processing fees.

Step 6: Set up automatic payouts

By default, Stripe sends payouts to your bank account on a rolling basis. You can customize the payout schedule in your Stripe dashboard.

  1. Go to dashboard.stripe.com
  2. Navigate to Settings then Payouts
  3. Choose daily, weekly, or monthly payouts
  4. Set your preferred payout day if using weekly or monthly

Tip: Daily payouts keep your cash flow steady. Weekly payouts make bookkeeping simpler. Choose the schedule that matches how you manage your finances.

Troubleshooting

The "Connect with Stripe" button is not working

Make sure popup blockers are disabled for JobsiteOn. The Stripe onboarding opens in a new window that may be blocked by your browser.

Customers cannot see the payment button on invoices

Payment buttons only appear on invoices with a status of "Sent." Draft invoices do not include payment links. Send the invoice first, then share the link with your customer.

A payment was received but does not show in JobsiteOn

Allow a few minutes for the payment webhook to process. If it still does not appear after 10 minutes, check your Stripe dashboard to confirm the payment was successful, then contact support.

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