Your clients pay invoices by card from the client portal, on Stripe's own checkout. The payment is written to the invoice and its status changes to Paid, and refunds flow both ways.
Pitch2Sale opens a Stripe checkout for the amount due. Stripe tells Pitch2Sale when the payment succeeds, in a message signed with your webhook secret.
Every unpaid invoice in the client portal gets the button when there is an amount due.
Non-INR invoices use Stripe; rupee invoices go to Razorpay if you connect it.
Refund from the invoice's Payment History, or in Stripe, and the invoice updates either way.
Try it with test keys and test cards, then switch to Live. Keys are encrypted at rest.
You need an admin role, or a role with the Settings edit permission.
Use Stripe's test keys while you try it out.
Both come from your Stripe dashboard. The secret is encrypted when you save.
Create a webhook endpoint in the Stripe dashboard with that URL.
Stripe shows it on the endpoint you just created.
The card shows Connected · Test. Pay a test invoice from the portal with a test card.
Enter your live keys and save again.
| Direction | What | When |
|---|---|---|
| Pitch2Sale → Stripe | A checkout for the invoice's amount due | The client clicks Pay with Stripe |
| Stripe → Pitch2Sale | A payment on the invoice (method: Stripe). Status becomes Paid | Payment succeeded |
| Stripe → Pitch2Sale | The failed attempt is noted; the invoice stays unpaid | Payment failed |
| Both ways | Refunds, full or partial, update the invoice | You refund in Pitch2Sale or in Stripe |
| Not synced | Stripe customers, products, subscriptions, payouts and fees stay in Stripe. Disputes are logged, not acted on | — |
Stripe could not reach the webhook, or the signing secret does not match. Fix it in the Stripe dashboard, then use Record Payment.
The checkout is for the full amount due. Record other amounts by hand with Record Payment.
Yes. Use Refund Payment in the invoice's Payment History. You need permission to record payments.
Yes. Rupee invoices go to Razorpay and other currencies to Stripe.
Connect Stripe in Test mode today and run the whole loop with a test card.