Setting up Collective Invoicing

The first time you use Collective Invoicing you’ll need to setup invoicing, add your business details, and connect your Stripe account to collect digital payments. 

You can watch the full tutorial or walk through the setup process below. 

Invoicing setup

1. Click Get Started to set up Collective Invoicing for your business.
2. Add and update your business information then click Next.
3. Add your business logo and brand color and click Next. You can skip this step and add your logo and color later. 
4. If you're ready to connect your Stripe account and receive digital payments, click Continue. You can also skip this step and connect your account later.

Stripe setup

1. To connect your Stripe account, you'll need your user email and password. Enter your user email and click Submit.
2. Enter your password and click Submit.
3. All Stripe accounts associated with your email will display. Select the account you want to connect and click Connect.
4. Once your Stripe account is connected, you'll be taken to this confirmation page. When you return to Collective Invoicing, your Stripe account will be connected and ready to receive payments.

Setting up Stripe later

1. To connect your Stripe account later, click on the Gear to open your Invoice settings.
2. Go to Payment Processing and click Setup.
3. To connect your Stripe account, you'll need your user email and password. Enter your user email and click Submit.
4. Enter your password and click Submit.
5. All Stripe accounts associated with your email will display. Select the account you want to connect and click Connect.
6. Once your Stripe account is connected, you'll be taken to this confirmation page. When you return to Collective Invoicing, your Stripe account will be connected and ready to receive payments.

Updating or removing your Stripe account

1. To unlink your Stripe account, click on the Gear to open your Invoice settings.
2. Click Payment Processing.
3. To open your Stripe dashboard, click Go to Stripe.
4. To remove your Stripe account, click Unlink. This will instantly unlink your account. Only click this button if you want to disconnect your Stripe account from Collective Invoicing.