Skip to main content

​
What it is for

On the Payments and reminders screen, the agency connects its own Stripe account. Client money lands in the agency’s account and goes to the bank registered in Stripe. The same screen sets the payment methods and the billing reminders.

​
Who can do it

Only the Owner and Admins change how payments are received. In View as, the screen is read-only. For the overview, see Billing for subaccounts.

​
Where to click

In the portal, open Payments and sequence (/recebimento).

​
Step by step

1

Connect Stripe

Under Agency Stripe, click Connect with Stripe. You sign in on Stripe; STChat never sees or stores your password or key.
2

Finish the signup, if asked

Stripe may ask for company documents. Until then the status is Waiting for Stripe and charges do not go out. Click Finish Stripe signup.
3

Choose the payment methods

Under Payment methods, turn on Pix, Boleto, and Credit card. Enter the day in Statement due day, from 1 to 28.
4

Turn on the reminder steps

Under Reminder schedule, turn on what you want: Charge sent (on the 1st), Reminder 3 days before, Reminder on the due date, Late notice, and Final notice. Reminders go out through the agency’s WhatsApp and through email with your brand.
5

Set suspension (optional)

Suspend the organization is off by default. If you turn it on, enter the days late, from 8 to 60.
6

Set the fine and interest

Under Fine and interest, the fine goes from 0 to 2% and the interest from 0 to 1% per month. They are added as a line on the next statement.
7

Save

Click Save changes.
To adjust the text of the reminder sent 3 days before, use Edit message. Restore default brings back the original.

​
What happens next

Statements are charged by Pix, boleto, or card, depending on what you turned on. For the statements view, see Client statements. When you click Disconnect, open charges are no longer received here.

​
Common errors

  • “Couldn’t open Stripe. Try again.”
  • “The Stripe connection is unavailable right now.”
  • “This Stripe account doesn’t accept it yet; it stays off and locked.” (the payment method is not enabled on your Stripe account)
  • “Day from 1 to 28.”
  • “From 8 to 60 days.”
  • “The fine goes from 0 to 2%.”
  • “Interest goes from 0 to 1% per month.”
  • “Couldn’t save. Try again.”

​
Next step