Stripe Connect integration¶

Accept payments from customers directly through invoiced jobs. Payments go straight to your bank account — FSM Navigator handles billing integration, compliance, and fee calculation so you can focus on your work.

What Stripe Connect does¶

• Accept online payments on invoices you send to customers
• Automatic payouts deposited directly to your bank account
• Payment tracking visible in your dashboard in real time
• Customer portal collection — customers pay from their portal without phone calls or manual follow-up

Fee structure¶

Example: On a $500 payment, Stripe processing is $14.80, the platform fee is $7.50, and you receive $477.70.

Prerequisites¶

• Active Pro plan subscription or higher
• Owner role in FSM Navigator
• A Stripe account (you can create one during setup or connect an existing account)

Connecting your Stripe account¶

1. Navigate to Settings → Stripe Connect tab.
2. Click Connect with Stripe.
3. A Stripe authorization window will open — sign in or create your Stripe account.
4. Authorize FSM Navigator to process payments on your behalf.
5. Wait for the confirmation message to appear.
6. Verify the account status shows Connected with a green indicator.

Account status¶

Your connection page also displays two capability indicators:

• Card Charges — whether you can accept card payments
• Payouts to Bank — whether Stripe can deposit funds to your bank account

Both must show as enabled for full functionality.

Customer payments¶

When you send an invoice, your customer receives an email with a Pay Now button. The payment flow is:

1. Customer opens the invoice email.
2. Clicks Pay Now to open the secure payment page.
3. Enters their card details.
4. Submits payment — a receipt is sent automatically.

Payments are reflected on the invoice immediately and tracked in your dashboard.

For more details on the customer experience, see Portal payments.

Disconnecting¶

To disconnect your Stripe account:

1. Go to Settings → Stripe Connect tab.
2. Click Disconnect.
3. Confirm the action in the dialog.

Existing completed payments are not affected — all previous transaction records and payouts remain intact in both FSM Navigator and your Stripe Dashboard.

Security¶

• Your Stripe credentials are encrypted at rest using industry-standard encryption
• FSM Navigator never stores your customers' card numbers — all card data is handled by Stripe
• You maintain full control of your Stripe account at all times
• You can disconnect or revoke access whenever you choose

Troubleshooting¶

Account shows "Restricted"

Log in to your Stripe Dashboard and check for pending verification steps. Stripe typically requires identity documents or additional business information. Once resolved, the status updates automatically.

Payouts not arriving

Confirm your bank account details are correct in Stripe Dashboard. New accounts may have a 7–14 day initial payout delay. Check the Payouts section in Stripe for any holds or failures.

Connection failed

Make sure pop-ups are not blocked in your browser — the Stripe authorization opens in a new window. Try again from a different browser if the issue persists. If you see a timeout error, wait a few minutes and retry.

FAQ¶

Related pages:

• Portal payments
• Creating invoices
• Plans & billing