Payment providers and Stripe

Sidebar → Payment providers (/settings/payments). Owner-only.

This is where you connect an outside payment processor so customers can pay an invoice online. Funds settle directly to your account. FloorSimple never touches the money.

Provider availability. Stripe is available now. PayPal, Square, and QuickBooks Payments are on the roadmap and listed on a "More providers" card.

How hosted payment links work

When you generate a payment link from an invoice, FloorSimple asks the provider for a one-time URL pointing at a hosted checkout page. You email the link (or copy and paste it) to the customer. They pay on the provider's page. The provider notifies FloorSimple, and the invoice updates to Paid.

You keep using your existing invoice and email. Only the payment-collection page itself lives on the provider.

Processing fees. Customers pay exactly the invoice amount. The provider deducts its processing fee from the funds settled to your account; nothing is added to the customer's bill. Card surcharging is restricted in several jurisdictions and isn't offered in FloorSimple.

Currencies. Payments are processed in your shop's currency (CAD by default; USD if you switched in Shop settings). Stripe and the other supported providers handle CAD and USD natively, and they always charge the customer in the same currency the invoice was issued in.

Multiple providers. You can connect more than one. The one marked default is pre-selected on the Generate payment link dialog. Your first successfully-connected provider is set as default. Use Set as default to switch later. If you disconnect the default, the next active provider gets promoted.

Common tasks

• Connect Stripe
• Generate a payment link
• Cancel a payment link
• Disconnect Stripe
• Editing an invoice with an active payment link
• Customer paid by another method

Connect Stripe

1. Open Settings → Payment providers.
2. Click Connect Stripe on the Stripe card. You're redirected to a Stripe-hosted onboarding page.
3. Fill in your business details (legal entity, address, tax id, representative, bank account). Stripe sets up an account for you under FloorSimple's platform. FloorSimple never sees your card data; it can only create payment pages on your behalf.
4. When you finish, Stripe brings you back to Settings → Payment providers. The Stripe card now shows Connected.

If you step away mid-onboarding, the card shows Restricted and the button becomes Continue Stripe setup, which resumes where you left off.

Generate a payment link

1. Open the invoice → Payments tab.
2. In the Payment links card, click Generate payment link. If Stripe is your only connected provider, the dialog skips the picker.
3. Click Generate. The hosted Stripe Checkout URL shows up in the list with a Copy link button. The same URL works in any email, SMS, or chat.
4. The customer opens the link and pays with card, Apple Pay, Google Pay, or any other method enabled in your Stripe dashboard. Funds settle to your Stripe balance.
5. When Stripe confirms payment, FloorSimple records a payment of method Stripe on the invoice and marks the link Paid. The invoice flips to Paid once the balance is covered.

Cancel a payment link

Click Cancel link on any active link to expire the hosted page. The customer can no longer pay through it. Generate a new one if needed.

Disconnect Stripe

On the Stripe card, click Disconnect. Existing links stay valid for any payments already in progress, but FloorSimple stops creating new ones. Your Stripe account itself stays on Stripe. Disconnecting only unlinks it from FloorSimple. You can reconnect later by clicking Connect Stripe again.

If you disconnect the application from your own Stripe dashboard instead, FloorSimple picks that up and flips the card to Disconnected. You don't need to also click Disconnect in FloorSimple.

Editing an invoice with an active payment link

If you change an invoice (totals, lines, anything) while it has an unpaid payment link out, FloorSimple warns you that saving will cancel the link. After saving, you can generate a fresh link with the new amount. This stops a customer from paying the old amount on a stale page.

Customer paid by another method

If a customer pays in cash, by check, or any way that didn't go through the link, record the payment on the Payments tab (see Invoices). What happens next depends on coverage:

• Recorded payment fully covers the invoice — the active link is cancelled.
• Partial cover with an active link still out — FloorSimple asks you to choose between cancelling the link or regenerating it for the remaining balance. You can't leave an out-of-date link active.

Refunds

Issue refunds from your Stripe dashboard. FloorSimple picks up the refund event and records a Refund row against the original payment, with the refunded amount, reason (from Stripe), and timestamp. The invoice's outstanding balance updates to match: a $30 partial refund on a paid $100 invoice flips the invoice to "$30 outstanding". A full refund flips it back to its original total. Partial and serial refunds against the same charge all land as separate rows.

You don't need to adjust the invoice by hand after a refund.

Chargebacks (disputes)

When a customer disputes a charge with their bank, Stripe sends FloorSimple the dispute and we email you the evidence-submission deadline. Responding to disputes still happens in your Stripe dashboard; FloorSimple doesn't replace that workflow. The email links straight to the dispute so you can submit evidence in time.

We track the dispute's lifecycle (needs_response, under_review, won, lost) on the invoice for your records.

Payout failures

If Stripe can't deposit your payout to your bank (closed account, stale routing info, bank-side restrictions), FloorSimple emails you with the failure reason and a link to fix your payout details in Stripe. The funds stay in your Stripe balance until you re-enable deposits.

Choosing a provider (when more are available)

Pick the one you already have an account with. Each provider has different fee rates, checkout designs, and supported payment methods. QuickBooks requires QuickBooks Payments to be enabled on your QBO company file.