Stripe Integration

Floatless integrates directly with Stripe to enable secure online payments. Our integration uses a "Bring Your Own Key" (BYOK) architecture, ensuring that you maintain full control over your funds and customer data.

Features

Connecting your Stripe account enables:

  • Pay Now Links: Automatically adds a payment link to every invoice email.
  • Credit Card Storage: Securely vault customer cards for future auto-pay.
  • Real-Time Sync: When a payment clears in Stripe, the invoice in Floatless is marked as PAID instantly via webhooks.
  • Refunds: Initiating a Credit Memo in Floatless can automatically trigger a refund to the customer's card.

Configuration Guide

Step 1: Get Your Keys

  1. Log in to your Stripe Dashboard.
  2. Navigate to Developers > API keys.
  3. Copy your Publishable Key (starts with pk_live_...).
  4. Copy your Secret Key (starts with sk_live_...).

Step 2: Configure Floatless

  1. In Floatless, go to Settings > Integrations.
  2. Click Connect Stripe.
  3. Paste your keys into the respective fields.

Step 3: Setup Webhooks

To ensuring payments sync back to Floatless:

  1. Go to Developers > Webhooks in Stripe.
  2. Click Add endpoint.
  3. Enter your Floatless webhook URL: https://api.yourdomain.com/api/v1/webhooks/stripe/{your-org-id}.
  4. Select events to listen for:
    • payment_intent.succeeded
    • payment_intent.payment_failed
    • setup_intent.succeeded
      🔐

      Security: Your Secret Key is encrypted before being stored in our database. We never share your keys with third parties.

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