Stripe Set-Up Checklist (prefered for new accounts)

Use this checklist when setting up a new Stripe account to ensure it connects properly and avoids billing issues.

1. Confirm Business Information

• Verify business name is correct

• Confirm business email is accurate

• Confirm bank account is connected

• Confirm payouts are set to automatic

---

2. Configure Card Saves to Stripe and Accepted Payment Methods

• Set up to Auto-Save cards in Stripe by default

---

3. Configure Card Saves to Stripe and Accepted Payment Methods

Go to Settings → Payments → Payment Methods

Supported by TCS (Enabled)	Not Supported by TCS (Disabled)
✅ Cards (Credit & Debit)	❌ Link
✅ Apple Pay	❌ Klarna
✅ Google Pay	❌ Afterpay
✅ ACH Direct Debit	❌ Affirm
✅ Bank Transfer	❌ Cash App
	❌ Any other methods

---

4. Enable Customer Email Notifications

Go to Settings → Business → Customer Emails

Turn on:

• Successful payments

• Failed payments

• Refunds (typically 5–10 business days)

This ensures customers receive proper payment confirmations.

---

5. Confirm Card Storage & Sync

• Test a small payment

• Verify the card saves to the customer profile

• Confirm the payment syncs to the cleaning software

• Confirm invoice status updates correctly

---

6. Final System Test

• Create a test invoice

• Send invoice

• Process payment

• Issue a test refund

• Confirm email notifications are received

---

5-Minute Final Review Rule

Before going live, confirm:

• Payment methods are correct

• Unsupported methods are disabled

• Email notifications are on

• Refunds are enabled

• Test payment was successful