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    Connecting a Payment Processor

    Link Stripe or PayPal to your COFFEE CRM account so you can collect payments, send invoices, and sell products.

    For: Administrators
    Time: 10 minutes

    Before You Begin

    • •Have an active Stripe or PayPal business account, or be ready to create one.
    • •Be signed in as an account Administrator.

    Instructions

    1

    Open Payment Settings

    In the left sidebar, click "Settings", then "Payments". This is where you connect and manage the payment processors available to your account.

    [SCREENSHOT NEEDED: Settings > Payments screen showing available integrations]

    2

    Choose a Processor

    COFFEE CRM supports Stripe and PayPal. Click "Connect" next to the processor you want to use. Stripe is the most common choice and supports cards, invoices, subscriptions, and payment links.

    [SCREENSHOT NEEDED: Payments screen with Stripe and PayPal Connect buttons]

    3

    Authorize the Connection

    You will be redirected to the processor's secure authorization page. Sign in with your Stripe or PayPal account and approve the connection to COFFEE CRM. You are granting permission to create charges, invoices, and subscriptions on your behalf — no one at COFFEE can see your banking login details.

    [SCREENSHOT NEEDED: Stripe authorization screen requesting connection approval]

    4

    Confirm the Connection

    After authorizing, you will return to COFFEE CRM and the processor should show as "Connected". Repeat the process if you want to connect a second processor. You can disconnect a processor at any time from this same screen.

    [SCREENSHOT NEEDED: Payments screen showing Stripe status as Connected]

    What Success Looks Like

    • At least one payment processor shows as Connected in your Payments settings.
    • You can create a payment link or invoice without seeing a 'connect a processor' error.

    Common Mistakes

    • × Trying to send an invoice or create a payment link before connecting a processor — payments will fail until the connection is complete.
    • × Using a personal PayPal account instead of a business account, which limits the features available.

    Troubleshooting

    If The processor will not connect or stays in a pending state:

    Clear your browser cache and pop-up blockers, then try the connection again from a standard browser window. If it still fails, disconnect the processor and reconnect from scratch. Your available options may differ based on your COFFEE CRM plan and user permissions.

    If You see a 'Stripe not connected' error on an invoice:

    Return to Settings > Payments and confirm Stripe shows as Connected. If it was connected and then disconnected, you will need to re-authorize it before payments will process.

    Last updated: 10/1/2026