Inly

Step-by-step guide to connect inly to Stripe

How to "Connect to Stripe" to receive online payments?

We partnered with Stripe to provide the best payment experience

Why do I have to connect to Stripe?

Here is a quick explanation of the processing fee's for both Credit Card and eCheck online payments through Inly.

How much are the processing fees?

The process to record an offline payment as paid in a flow or invoice.

How to record an offline payment as "paid"

What is a Bank Transfer?

How is a Bank Transfer Different from a Credit Card Payment?

Collect invoice payments automatically — no manual follow-up required.

How do I turn on Autopay to collect payments automatically?

What to do when a client's payment is blocked because your Stripe account activation is incomplete

Why does my client see "This account cannot currently make live charges"?

When will payments be deposited into my bank account?

What Is The Client Experience When An ACH/Bank Transfer Payment Is Made?

How can a client verify their bank account with Stripe to make ACH payments?

Inly Team

This will help you understand how the Payments Section works!

Payments

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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