Connect Stripe

You connect Stripe under Integrations, Payment Providers. The first time you choose Connect with, Apiable creates a Stripe Connect account for your portal and opens Stripe's onboarding in a new tab. When Stripe reports charges enabled and your details submitted, the card reads Connected.

Who can connect Stripe?

Users with the Organisation Admin role. Users with other roles see "Your account does not currently possess a sufficient role or permissions required to manage the payment providers" on the page.

Being the Organisation Owner is not enough on its own, because Apiable checks for the Organisation Admin role when it records the connection. If you are the Owner, make sure your account also holds that role. See Members and roles to change roles.

If monetization is not enabled for your organization, Payment Providers carries an upgrade marker and the page opens on "Monetization currently not enabled". Its action opens an email to Apiable support, which can enable it.

Where do you connect Stripe?

Open Integrations, Payment Providers in the dashboard. The page has two tabs, Payment Config and Invoice Logs. The Stripe card is on Payment Config, with its status and the button to start or open onboarding.

1. Open Integrations, Payment Providers.
2. Stay on the Payment Config tab.
3. Find the Stripe Connect (Standard Account) card and read its status.

Standard or Express: which account type do you get?

Every new connection creates a Standard connected account, which you manage in your own Stripe dashboard. Apiable shows the Stripe Connect (Express Account) card instead only if your portal connected an Express account before.

You do not pick the type. Apiable creates Standard accounts only.

How do you connect a Standard account?

Choose Connect with on the card. Apiable creates the connected account, links it to your portal, and opens Stripe's onboarding in a new tab. Complete every step Stripe asks for, and Stripe returns you to the Payment Providers page.

1. On the Stripe Connect (Standard Account) card, choose Connect with.
2. In the new tab, complete Stripe's onboarding with your business and bank details.
3. Submit the last step. Stripe sends you back to Payment Providers.
4. Wait for the card to update. Apiable rereads the account about every 10 seconds.

If you leave onboarding part way, choose Connect with again while the card still shows it. You return to onboarding for the same account.

What does each connection status mean?

The line under the button, next to the coloured dot, shows the connection. It reads Connected with a green dot only when Stripe reports charges enabled and your account details submitted. If Stripe has disabled or is about to disable the account, it shows Stripe's reason instead.

Next to the card title, a badge summarizes the account: Active, Pending action, Error or Not connected. Active means Stripe reports no open requirements at all.

A Test mode label next to the title means your portal is connected to Stripe's test environment, where no real money moves. That is normal on a staging portal. You cannot change it from Stripe. Contact Apiable if a production portal shows it.

What unlocks once Stripe is connected?

Your portal can take payments. The card shows an Open dashboard button that opens your Stripe dashboard, and the Invoice Logs tab lists the invoices Stripe raises for your portal.

• On every plan's Monetization tab, the Recurring revenue model and its pricing models are selectable. They unlock when the account is first linked, as described above.
• Apiable creates a Stripe product and price for each plan you bill for.
• Invoice Logs lists invoices, with Show only invoices that require attention and optional notification emails. It is available on Apiable plans that include it; otherwise it reads "Invoice logs are not available on your plan".

How do you clear a Stripe requirement?

When Stripe needs more from your account, the page lists each item under "Due requirements reported by payment provider:". Provide each one in your Stripe dashboard until the list is empty and the badge reads Active.

While the status line reads Details not submitted or Charges not enabled, the card shows no button. Sign in to your Stripe dashboard at dashboard.stripe.com directly to finish. The card refreshes within seconds of Stripe updating the account.

How do you disconnect Stripe?

Use Unlink integration in the Danger Zone at the bottom of the Payment Config tab, then confirm. Unlinking removes the connection between your portal and the account. It keeps the Stripe account and existing subscriptions.

Unlinking stops new subscriptions that need payment and stops you from adding monetization to plans until you connect again. It does not delete the Stripe account, cancel existing subscriptions, or change plans that already have prices. Use it only to reset the connection.

Troubleshooting

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