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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.

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Connect your Stripe account

1

Access settings

Click Payments in the sidebar under “My Business”. The Payment Processing section appears at the top of the page.Not connected state
2

Click Connect with Stripe

Click the Connect with Stripe button. This opens Stripe’s secure onboarding flow where you’ll provide your business information and bank account details.
3

Complete the Stripe onboarding

Follow Stripe’s prompts to:
  • Verify your business information
  • Provide tax details
  • Connect your bank account for payouts
  • Verify your identity
4

Return to Probase

Once complete, you’ll be redirected back to Probase with Stripe connected.

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Account status

Your Stripe connection status appears in the Payment Processing section:

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Pending setup

Your account is created but needs additional information from Stripe. Pending state Click Continue Setup to complete the required steps with Stripe.

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Restricted

Stripe needs additional information or verification to enable payments. Restricted state Click Update Information to provide what Stripe needs. Payments are temporarily disabled until this is resolved.

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Active

Your account is fully connected and can accept payments. Connected and active
  • 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. Connected but limited You can still accept payments, but funds won’t be sent to your bank until Stripe completes verification.

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Refresh account status

If you’ve made changes in Stripe or completed required steps, click Refresh Status to sync the latest information from Stripe to Probase.

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View Stripe Dashboard

Click Open Stripe Dashboard 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)
Stripe charges a processing fee for each transaction. Check Stripe’s pricing for current rates.

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Payment terms

The payment settings page also includes a Payment Terms section where you can configure when invoices are due. Payment settings page with Payment Terms Payment terms — How long customers have to pay after an invoice is sent. Choose from:
  • Upon receipt — Payment is due immediately when the invoice is sent
  • Net 15 — Payment is due 15 days after the invoice is sent
  • Net 30 — Payment is due 30 days after the invoice is sent
Invoices that remain unpaid past the selected due period will appear as Overdue on the Money overview page and on individual invoices. This setting applies to all new invoices and does not change existing ones.

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Troubleshooting

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The “Connect with Stripe” button isn’t working

Make sure pop-ups are enabled for your browser. Stripe opens in a new window to complete the secure connection.

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My status shows as “Pending” or “Restricted”

Click the Continue Setup or Update Information button to see what Stripe needs. Common requirements include:
  • Additional business verification documents
  • Bank account verification
  • Tax ID confirmation
  • Identity verification

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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.
If you close your Stripe account or disconnect it, customers will no longer be able to make online payments. They’ll see a message to contact you for payment options.