Which plan do I need?

Client payments are on every plan, including the Free plan.

Do I need my own Stripe account?

No. Connect with Stripe creates a Stripe account for your business through Visualist. Stripe checks your identity and bank, and pays your money out to your bank.

Which countries can I take payments in?

Where is your business based? lists the United States, the United Kingdom, Canada, and Australia. Your choice sets your currency and Stripe's fees, and it can't be changed later.

Can I draft invoices before Stripe is done?

Yes. You can draft invoices at any time. Sending opens once the status shows Ready to take payments.

Can a team member connect Stripe?

No. Getting paid is set up by the workspace owner, and payments go to the owner's Stripe account.

What does Payments are disconnected mean?

Visualist was disconnected from your Stripe account, so invoices can't be sent or paid. Contact support to reconnect.

How do I connect Stripe to take client payments?

Last verified 12 November 2026

Read time 3 min

Plans All plans

The short version

Open Business Center from the rail, select Invoices, then Invoice settings. Under Getting paid, choose where your business is based, select Connect with Stripe, and finish Stripe's checks. Available on every plan. Only the workspace owner can set it up.

To get paid by clients in Visualist, connect Stripe once. Stripe checks your identity and bank, and client payments go straight to your Stripe account.

Before you start

You need to be the workspace owner. Have your business and bank details ready for Stripe.

Connect Stripe

Open Invoice settings. Open Business Center from the rail, select Invoices, then select Invoice settings.
Choose your country. Under Getting paid, choose your country in Where is your business based?
Connect with Stripe. Select Connect with Stripe.
Finish Stripe’s checks. In Set up payments, give Stripe your identity and bank details. Your progress is saved if you close it.
Wait for the check. When the status shows Ready to take payments, you can send invoices.

What each status means

Status	What it means	What to do
`Connect payments`	Stripe isn’t connected yet	Follow the steps above
`Stripe needs more details`	Stripe is missing something. It’s listed under the status	Select `Continue setup`
`Stripe is checking your details`	Everything is in. This usually takes a few minutes, sometimes a day or two	Draft invoices meanwhile. Select `Check again` to refresh
`Ready to take payments`	You can send invoices and take payments	Nothing
`Payments are disconnected`	Visualist was disconnected from your Stripe account	Contact support to reconnect

Once Stripe has your details, select Open Stripe dashboard to see your balance, payouts, and bank details on Stripe.

Finish your invoice settings

The same page holds the rest of your setup:

Business details: the Name clients see, a Reply-to email, your Legal name, Tax ID, and address. They’re shown on every invoice.
Defaults: your tax rate, when payment is due, and your reminder emails, filled in on new invoices.
Tax: set a rate on each line, or finish tax setup so Stripe works out the tax from the client’s address. Stripe Tax fees apply.

If something goes wrong

You don’t see Invoice settings. Only the workspace owner sets up payments. Ask the owner.
You see Stripe setup isn't available right now. Try again later.
Your country isn’t listed. Client payments are available for businesses in the countries listed. Contact us from Help in the rail, then Contact us.

Good to know

The country you choose can’t be changed later. It sets your currency and Stripe’s fees.

For what each payment costs, see What fees does Visualist charge on client payments, and when are payouts?

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