Setting up payment processing

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Overview

ProBase uses Stripe to process credit card payments from your customers. Once connected, customers can pay their balance online through secure payment links. You set this up in the Credit Card Processing via Stripe card on the Payments page.

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Connect your Stripe account

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Account status

Your Stripe connection status appears in the Credit Card Processing via Stripe section:

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Pending setup

Your account is created but needs additional information from Stripe. The card reads Complete Your Stripe Setup — “Your Stripe account setup is incomplete. Please finish the setup to start accepting payments.” When Stripe has told us exactly what’s outstanding, the card lists it under Stripe still needs: — for example Bank account for payouts, Identity verification document, or Stripe terms-of-service acceptance. That way you know what to have ready before you start. Click Continue Setup to provide the listed items to Stripe.

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Restricted

Stripe needs additional information or verification, so payments are temporarily disabled. The Action Required card explains the specific reason Stripe gave, such as:

• Stripe is missing required verification information — the items below are past due.
• Stripe is reviewing the information you submitted. No action is needed unless new items appear below.
• Stripe is reviewing this account. No action is needed right now.

Any outstanding items appear underneath, under Stripe still needs:. Click Update Information to provide them, or View Stripe Dashboard to work directly in Stripe. If ProBase doesn’t yet have the detail from Stripe, the card falls back to the general message “Stripe needs additional information to verify your account.” Click Refresh Status to pull the latest detail, or open your Stripe Dashboard to see the full requirement list.

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Accounts Stripe has rejected

In rare cases Stripe closes an account outright — for suspected fraud, a terms-of-service issue, a prohibited-business match, or verification that couldn’t be completed in time. These accounts still show as Action Required, but the card names the rejection reason and replaces the setup button with Contact Stripe Support.

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Active

Your account is fully connected and can accept payments. The card turns green and reads Connected to Stripe.

• Charges: Enabled - You can accept payments from customers
• Payouts: Enabled - Stripe can send money to your bank account

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Limited

Charges are enabled but payouts are on hold pending additional verification. You can still accept payments, but funds won’t be sent to your bank until Stripe completes verification — the card says so directly: “You can accept payments, but payouts to your bank are on hold until verification is complete.”

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Disconnected

Your Stripe account is no longer linked to ProBase, so customers can’t pay online. This happens when the link between the two is cut on Stripe’s side — most often because someone at your business removed ProBase’s access from the Connected apps area of the Stripe Dashboard, or because the Stripe account itself was closed. The Credit Card Processing via Stripe section goes back to the Connect with Stripe card, with an amber notice at the top explaining what happened:

Your Stripe account was disconnected, so customers can’t pay your invoices online right now. Reconnect below to keep accepting card payments.

Tap Connect with Stripe to link an account again — see Connect your Stripe account. You can connect the same Stripe account you had before, or a different one.

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Refresh account status

If you’ve made changes in Stripe or completed required steps, click Refresh Status to pull the latest information from Stripe into ProBase. The button appears on the Pending setup and Restricted cards, and on the connected card alongside Open Stripe Dashboard — so you can re-check the connection from any state. Refreshing also updates the Stripe still needs: list, so it’s the quickest way to confirm an item you just submitted has been accepted. If the connection has been cut on Stripe’s side, refreshing is what catches it: the connected card is replaced by the Disconnected notice and a fresh Connect with Stripe button.

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View Stripe Dashboard

Click Open Stripe Dashboard (labelled View Stripe Dashboard on the Action Required card) to access your Stripe account where you can:

• View transaction history
• Manage payouts
• Update bank account information
• View detailed reports
• Configure Stripe settings

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What happens after connecting

Once Stripe is connected:

1. Payment links become active - Customers can complete payments online through the links you share
2. Cards are saved securely - Customers can save payment methods for future use (stored by Stripe, not ProBase)
3. Funds go to your bank - Stripe deposits payments directly to your connected bank account (typically within 2 business days)

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The rest of the payment settings page

Stripe isn’t the only thing on this page. Reading top to bottom, the Payments page holds three cards:

1. Credit Card Processing via Stripe — everything on this page
2. Venmo — an optional Pay-on-Venmo button for customers who’d rather not use a card
3. Invoice Settings — everything about what an invoice looks like to your customer: when it’s due after you send it (Upon receipt, Net 7, Net 15, Net 30, or a custom number of days), whether they see the due date and past-due wording, whether they must rate your service before paying, and how they’re asked for a tip

See Payment terms and due dates, Tips and gratuity, Service ratings, and Venmo payments for the full walkthroughs.

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Troubleshooting

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The “Connect with Stripe” button isn’t working

Tapping Connect with Stripe takes you to Stripe’s secure onboarding in the same window; when you finish, Stripe returns you to ProBase. If ProBase can’t reach Stripe at that moment, you’re returned to the Payments page with the message “We couldn’t connect to Stripe right now. Please try again.” — this is usually a temporary hiccup, so wait a moment and tap Connect with Stripe again. If it keeps happening, contact support.

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”Stripe couldn’t continue your account setup”

If you already have a Stripe account connected and Continue Setup or Update Information can’t get you back into Stripe, you’ll see “Stripe couldn’t continue your account setup. Check your payment-processing status below for what Stripe needs.” This isn’t a temporary glitch, so retrying the button won’t clear it — Stripe is refusing to reopen setup because of the state your account is in. ProBase refreshes your status automatically when this happens, so scroll to the Credit Card Processing via Stripe card and read the reason and the Stripe still needs: list. From there:

• Outstanding items are listed — supply them in your Stripe Dashboard, then click Refresh Status.
• The account was rejected — use Contact Stripe Support; only Stripe can revisit that decision.
• Nothing on the card explains it — contact support and mention the message you saw.

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My status shows as “Pending” or “Restricted”

Read the Credit Card Processing via Stripe card first — it names the reason and lists whatever Stripe is still waiting on, so you usually don’t need to leave ProBase to find out. Common requirements include:

• Additional business verification documents
• Bank account for payouts
• Tax ID confirmation
• Identity verification

Then click Continue Setup or Update Information to supply them.

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Customers can’t complete payments

Check that your account status shows “Active” with both charges and payouts enabled. If your account is restricted, customers will see a message that online payments aren’t available. Customers who hit “Online payments are not available yet. Please contact [your business] for payment options.” are telling you your connection isn’t live. Open Payments, tap Refresh Status, and read the card:

• It still says Active — the problem is elsewhere; contact support.
• It flips to the amber disconnected notice — ProBase’s access to your Stripe account was removed. Tap Connect with Stripe to relink; see Disconnected.
• It says Pending or Restricted — finish what Stripe is asking for, as above.

In the meantime you can still take payment another way — record a payment manually once the customer pays you by cash, check, or Venmo.