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4 min readCustomer Portal

Invoice payment via Stripe in the customer portal

Let your customers pay invoices online in seconds — by card, Apple Pay, or Google Pay — while Trade2Base automatically marks the invoice as paid.

Before you start

Stripe must be connected

Online payments require a connected Stripe account. If you haven't set this up yet, go to Settings → Payments → Connect Stripe and follow the onboarding steps. The “Pay Now” button won't appear on invoices until Stripe is connected.

The payment flow — step by step

1
Customer opens the portal link

The customer taps the portal link you sent. The portal loads their invoice showing the line items, total, and due date.

2
Customer clicks "Pay Now"

A prominent "Pay Now" button sits below the invoice total. Clicking it opens the Stripe-hosted payment page in the same tab.

3
Customer enters card details

Stripe handles all card entry securely. Customers can pay with Visa, Mastercard, American Express, Apple Pay, or Google Pay depending on their device and browser.

4
Payment is confirmed

Stripe processes the payment in real time. The customer sees a confirmation screen immediately. No login, no account creation — just a clean checkout.

5
Receipt email is sent automatically

Stripe sends the customer an automatic receipt to their email address. This is separate from any Trade2Base notification — it comes directly from Stripe.

6
Invoice marked as paid in Trade2Base

Via a Stripe webhook, Trade2Base receives confirmation of the payment and automatically updates the invoice status to Paid. The payment amount and date are recorded.

About the Stripe webhook

Trade2Base uses a Stripe webhook to receive real-time payment confirmations. This is set up automatically when you connect Stripe — you don't need to configure it manually. If payment status isn't updating in Trade2Base, it's almost always a webhook issue.

Checking webhook health

Go to Settings → Payments → Stripe status. A green “Webhook active” indicator confirms everything is connected. If it shows an error, click Re-connect webhook or contact support.

What to do if a payment fails

Card declined

Stripe will show the customer a clear error message on the payment screen. They can try a different card immediately. Common causes are: insufficient funds, card not enabled for online payments, or 3D Secure authentication failing.

Payment stuck in “pending”

Some payment methods (e.g. bank redirects) can take up to 24 hours to confirm. The invoice will show as “Payment pending” during this time. Once confirmed by Stripe, it will automatically flip to Paid.

Manual fallback

If the customer can't pay online, they can still pay by bank transfer or cash. Once you receive the payment, mark the invoice as paid manually in Trade2Base via Invoice → Record payment. This won't affect Stripe.

Transaction fees

Stripe charges a per-transaction fee (typically 1.4% + 20p for EU cards and 2.9% + 30c for US cards, depending on your Stripe plan). Trade2Base doesn't add any additional fees on top. Payouts from Stripe typically arrive in your bank account within 2 business days. You can view all payouts in your Stripe dashboard at dashboard.stripe.com → Payouts.

Get paid faster with online payments

Sign up for Trade2Base, connect Stripe, and let your customers pay with one tap.

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