How to activate CompanyOn online payment processing

  1. Overview
  2. Setting up your CompanyOn Account
  3. How to activate CompanyOn online payment processing

How to Integrate CompanyOn with Stripe

  1. Click on your profile photo (or initials) in the top right corner of the screen.

  2. Select "Settings" from the dropdown menu that appears.

  3. Under "Connect Account", click "Account Onboarding" to register or connect your Stripe account.

  4. Review the Terms and Conditions carefully

  5. Review the Stripe processing fees

  6. Connect your bank account

  7. Authorize the integration with CompanyOn

  8. Save the integration settings

  9. Once completed, your Stripe status will show as "Enabled" and your bank account details will appear on the page.

Steps to Enable Online Booking Payments

  1. In the left sidebar, click on "Services".

  2. The Services dashboard will open, select the services that require online payments.

  3. Toggle "Require online payment" to Yes if you want to require prepayment for this service

  4. Click "Save".

How to Send an Electronic Invoice for Online Payment

  1. In the left sidebar, click the billing icon to open the Billing module.

  2. Click on the "Invoices" tab.

  3. Search the invoice you want to send.

  4. Click the email icon in the Actions column to send the invoice electronically to the client.

  5. Verify the client's email address before sending.

Note: The client will receive a secure payment link to complete the payment online through Stripe.

How to Refund a Stripe Payment

Important: Always process the refund before annulling an invoice or receipt. If the invoice or receipt is annulled first, the refund option may no longer be available.

  1. In the left sidebar, click the billing icon to open the Billing module.

  2. Click on the "Payments" tab.

  3. Find the payment you want to refund and click the hourglass icon on the right side of the payment row.

  4. Confirm the refund amount.

  5. Process the refund.

Note: Refunds are processed against the available Stripe balance. If the balance is insufficient, the refund may be delayed.

How to Track Stripe Payments

  1. In the left sidebar, click the billing icon to open the Billing module.

  2. Click on the "Payments" tab to review all payment activity including date, method, amount, and status.

  3. Use the "Credit Note Payments" tab to review prepaid credit activity.

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