Setting Up Payments

Overview

Before you can send invoices or collect online payments, you need to connect a payment account. ITB Dashboard uses Stripe — a payment company that processes cards, sends payouts to your bank, and handles disputes. You set it up once, and every payment after that flows through it automatically.

The Payments section on the Settings page showing a connected Stripe account with charges and payouts enabled

Admin only

Before you start

• You need the Admin role on your account.
• Have your business details ready: legal business name, tax ID (if applicable), and bank account information.
• Stripe will verify your identity — you may need a government-issued ID.

Connect your payment account

What you should see

Once setup is complete, the Invoices tab shows your connected account with:

• Charges and Payouts status (both should show "Enabled")
• Your country and currency
• A Manage Account section where you can update bank details, view tax documents, and check balances

If Stripe needs more information from you, a yellow banner appears at the top of the page.

Account states

Your payment account is always in one of these states:

You can only create and send invoices once your account reaches Active status.

Managing your account

After setup, the SettingsInvoices page gives you self-service tools — all powered by Stripe:

• Manage Account — update your business details, bank account, or payout schedule
• Balances — see your current Stripe balance and pending payouts
• Tax Documents — access your 1099 or equivalent tax forms
• FAQ — answers to common questions about fees, payout timing, refunds, and disputes

Disputes

If a client files a dispute (chargeback) with their card issuer, Stripe notifies you and temporarily holds the disputed amount. You can submit evidence to contest the dispute through the Manage Account section. Stripe handles the communication with the card network. A dispute fee applies if the dispute is lost.

Supported countries

You can set up a payment account if your business is in any of these countries:

Your clients can pay from anywhere in the world — the country restriction applies only to where your business is based.

Migrating from Square

If you previously used Square for payments, you'll see a migration prompt when you click Enable Payments. The dialog explains what changes and confirms you're ready to switch. After migrating, new invoices use Stripe; existing Square invoices remain accessible but can't be modified.

If something goes wrong

• "Setup incomplete" won't go away? Click Complete Payment Setup and check if Stripe is asking for additional documents.
• Account is restricted? Open the Manage Account section to see what Stripe needs. Common reasons: identity verification pending, bank account not confirmed.
• Can't create invoices? Your payment account must be Active with charges enabled. Check the status on SettingsInvoices.

Related

• How Billing Works
• Creating Invoices
• Getting Paid
• Payment Troubleshooting