Stripe Integration

Stripe can be used as the payment processor behind Floatless payment collection.

Floatless remains the billing operations layer: products, subscriptions, invoices, bill runs, credits, and reporting. Stripe handles payment processing, saved payment methods, and payment status events.

What Stripe enables

Capability	Result
Hosted payment links	Customers can pay invoices online.
Saved payment methods	Recurring subscriptions can auto-collect payment.
Payment status sync	Successful and failed payments update invoice state.
Refund support	Refund workflows can be reconciled with payment records.

Setup checklist

Create or use a Stripe account.
Use test keys during setup.
Configure Stripe credentials in Floatless.
Configure webhook endpoint in Stripe.
Test a successful payment.
Test a failed payment.
Review invoice status and transaction history in Floatless.
Switch to live keys only after test workflows pass.

Required Stripe events

Your Stripe webhook configuration should include events needed for payment status sync. Common events include:

payment_intent.succeeded
payment_intent.payment_failed
setup_intent.succeeded
Refund or charge events if your refund workflow depends on them.

Use the exact event list provided by your Floatless environment when configuring production.

Operational rules

Keep Stripe secret keys out of source code.
Use separate test and live credentials.
Rotate credentials if a key is exposed.
Do not assume Stripe payment success until Floatless has processed the payment event or recorded the payment.
Reconcile Stripe dashboard records with Floatless invoice transaction history during month-end review.

Troubleshooting

Symptom	Check
Payment succeeded in Stripe but invoice is still open	Stripe webhook configuration, event delivery, endpoint URL, and Floatless payment transaction history.
Customer cannot pay invoice	Payment link, invoice status, customer email, and Stripe account mode.
Auto-pay did not run	Saved payment method, customer auto-pay setting, subscription collection mode, and invoice status.
Test payments appear in production reporting	Confirm test mode and live mode are separated.