Lesson 5 of 6 · 9 min

Collecting payments via Stripe

Let clients pay invoices online by card with Stripe.

Lesson 5 of 6

Connect Stripe so clients can pay invoices online by card. MatterFirst uses Stripe Connect, so funds go straight to your firm's own Stripe account.

Before you start

  • Admin access to Settings → Integrations
  • A Stripe account you can connect

How clients pay

Portal invoices show a Pay Now button that opens Stripe Checkout. Payment is by card via Stripe Checkout only — there is no direct-debit option. A successful payment marks the invoice paid and, if Xero is connected, updates the accounting record.

  1. 1

    Open Integrations

    Go to Settings → Integrations (/app/settings/integrations). Stripe appears as a card among the payment integrations.

    Stripe is a payments provider card on Settings → Integrations.
  2. 2

    Connect Stripe

    Click Connect on the Stripe card and follow the steps to link your firm's own Stripe account — payments go straight to you, not to MatterFirst. Once connected, portal invoices gain a Pay Now button where clients pay by card, and a paid invoice is marked paid automatically (and updated in Xero if you've connected it). Card is the only online option — there's no direct debit.

    Connect links your firm's own Stripe account so payments go straight to you.

Tips & pitfalls

  • Payment is card-only through Stripe Checkout — MatterFirst does not offer direct debit.
  • Stripe Connect sends funds to your firm's own Stripe account, not a MatterFirst account.
  • A paid invoice is marked paid automatically and, with Xero connected, updates the accounting record.

Key takeaways

  • Stripe is connected from Settings → Integrations using Stripe Connect.
  • Clients pay via a Pay Now button and Stripe Checkout — card only, no direct debit.
  • Payments auto-reconcile the invoice and update Xero when connected.
Setting up Xero sync Financial dashboards & reports

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