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  • Getting started
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/

  • Getting started
    • Set up your company: the owner guide
    • Invite your team
    • Connect payments (Stripe)
    • Keyboard shortcuts
  • Customers and locations
    • Add a customer
    • Add and manage service locations
    • Import customers from a spreadsheet
  • Jobs and scheduling
    • Create, dispatch, reschedule and reassign: the dispatcher guide
    • Create a job
    • Dispatch a job to a technician
    • Reschedule or reassign a job
    • Job statuses and what they mean
    • Texts and emails customers get about their job
    • Cancel or delete a job
  • Estimates, invoices and payments
    • From estimate to paid invoice: the office guide
    • Create and send an estimate
    • Turn an accepted estimate into a job or an invoice
    • Create and send an invoice
    • Record a cash, check or card payment
    • How customers pay an invoice online
    • Chase an unpaid invoice
    • Refund a payment
  • Technician mobile and offline
    • Install the Ormi Field app and sign in
    • Start and finish a job from your phone
    • Work offline and sync later
    • What a job needs before it can be completed
    • Take a payment in the field
    • Live location sharing: when it runs and how to stop it
  • Team and roles
    • Roles and permissions
    • Field access and billing
  • Integrations
    • Connect QuickBooks Online or Xero
    • See your Ormi schedule in Google Calendar
    • Export your data
  • Troubleshooting
    • A technician can't see a job on their phone
    • Changes made offline are not syncing
    • Can't sign in
  • Billing and plans
    • How Ormi billing works
    • Which technicians count on my bill?
    • The 15-day free trial
  1. Help Center
  2. /Getting started
  3. /Connect payments (Stripe)

Connect payments (Stripe)

Set up Stripe inside Ormi so you can send invoices with a pay link and accept card, bank (ACH), Apple Pay and Google Pay.

For
Owner, Admin
Where
Web app
Updated
October 16, 2026

Before you start

  • Your role can set up payments (Admin and Office Manager by default).
  • Your business details, your own identity details, and the bank account payouts should go to.

Start setup#

  1. In the sidebar under Financial, open Payments, then the Provider tab.
  2. Click Start Payment Setup. (You can also start from the Set up payments banner.)
  3. Complete Stripe's steps in the Set Up Payments panel. It stays inside Ormi.
  4. When you see Payments are connected, click Done.

What the banner means#

  • Accept credit card and ACH payments: not started. Click Set up payments.
  • A few more steps to take payments: Stripe needs more details. Click Continue setup.
  • We're verifying your account or Your account is under review: nothing to do; Stripe is checking.
  • Payments are restricted: something needs fixing. Click Resolve issues.

Once you are connected#

  • The Provider tab shows Active, Charges Enabled and Payouts Enabled, and your Balance.
  • You can send invoices with a payment link, take cards with Collect Payment, and turn on Tap to Pay for the Android app.
  • Use Manage Account Details to change your bank account or business details.

What if this fails?

I can't send invoices: "Stripe Connect onboarding must be completed before sending invoices."
Setup is not finished. Open the Provider tab and follow the banner.
Staff see "ask an admin to finish payment setup".
Their role cannot set up payments. An admin or office manager needs to do it.
This account was rejected.
Click Contact support, or call us at (972) 944-0404.

Related tasks

  • Create and send an invoiceEstimates, invoices and payments
  • How customers pay an invoice onlineEstimates, invoices and payments
  • Take a payment in the fieldTechnician mobile and offline

Still stuck?

If you already use Ormi, the ? button in your dashboard sends a question to our team with your account attached. Otherwise:

Phone
(972) 944-0404
Email
[email protected]
Message
Contact page

On this page

  • Start setup
  • What the banner means
  • Once you are connected
  • What if this fails?
  • Related tasks
OrmiOrmi

Field service management software for HVAC, plumbing, electrical, remodeling, and every trade in between.

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