This guide walks you through connecting Stripe to Eano so you can start collecting payments directly from your proposals and invoices.
Find the list of video tutorials here: https://help.eano.com/en/collections/16168304-tutorial-videos
Connect to Stripe - https://www.youtube.com/watch?v=cXjtWxpPoDk
Start here: “Online Payment” is your Stripe connection, not a simple on/off switch
This trips up a lot of people, so it’s worth 30 seconds before you dive in. On Settings → Payments, the Online Payment toggle sits right above the Check and Zelle toggles — so it’s natural to assume you just switch it on and you’re collecting card payments. You can’t. Online Payment runs through Stripe, and that toggle won’t turn green until a Stripe account is actually connected.
The thing that connects it is the purple “Connect to Stripe” button — that’s the real first step, and it’s easy to look right past. Click it, go through Stripe’s quick setup, and the toggle switches to Connected to Stripe on its own.
So if you’ve been tapping the Online Payment toggle and nothing seems to happen, that’s why — nothing is broken, you just need to click Connect to Stripe first. The steps below walk you through it.
Step 1: Go to Payments Settings
Log into Eano
Click Settings
Navigate to Payments (or Integrations → Stripe)
This is where you’ll manage your payment setup.
Step 2: Connect Your Stripe Account
Click Connect with Stripe
A Stripe window will open
Choose one of the following:
Sign in to an existing Stripe account
Create a new Stripe account
For 2-factor authentication, you’ll need to download Google Authenticator or Microsoft Authenticator.
To setup the authentication app: Download and install that app > Open the app > Tap + to setup a new account > Scan QR code.
Android - https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2&hl=en_US&pli=1
To use the authentication app after it has been setup:
Simply tap on the code for the corresponding Stripe account > Paste it into the Stripe verification screen. Or, type in the code manually.
Complete Stripe’s onboarding:
Business details
Bank account for payouts
Identity verification
It may have you verify identification such as this:
Statement descriptor
Email verification
Additional information during verification
Social security or ITIN
ID verification
Go back to Eano once complete and request the Connect / Authorize
Confirm Stripe data
Go back to Eano once complete. Now you should see the status ‘Connected to Stripe’.
Step 3: Verify Connection
After connecting, you should see:
Stripe status: Connected
Your Stripe account email or business name
Available payment methods (card / ACH)
If you see this, you’re ready to start accepting payments.
Step 4: Configure Payment Settings
Before using payments, check your setup:
Confirm payment methods you want to allow (card, ACH)
Review any processing fee handling (if applicable)
Ensure your business name appears correctly for clients
Step 5: Enable Payments on Proposals
To collect payments from customers:
Create or open an Estimate / Proposal
Make sure Online Payments are enabled
Send the proposal to your client
Your client will now see a Pay Now button.
Step 6: Get Paid
Client submits payment through the proposal
Payment is processed securely via Stripe
Funds are deposited into your bank account
Payment status updates automatically in Eano
Common Use Cases
Once connected, you can:
Collect deposits upfront
Accept full payments on approval
Track paid vs unpaid jobs
Reduce back-and-forth on invoices
Troubleshooting
I turned on “Online Payment” but nothing happens
This is expected until Stripe is connected — the toggle isn’t a standalone setting, it’s tied to your Stripe connection.
Click the purple Connect to Stripe button on Settings → Payments and finish Stripe’s setup. Once it shows Connected to Stripe, online card and bank (ACH) payments turn on.
I don’t see a “Connect to Stripe” button
It lives on Settings → Payments (also reachable through Integrations → Stripe). Only Owners and Admins can see and change payment settings.
If you’re an Owner or Admin and still don’t see it, refresh the page or sign out and back in — a stale session can hide it.
Make sure pop-ups aren’t blocked, since Stripe opens in a new window.
Stripe didn’t connect
Retry from Settings → Payments
Make sure pop-ups aren’t blocked
Client can’t pay
Confirm payments are enabled on the proposal
Check the Stripe account is fully verified
Wrong Stripe account connected
Disconnect and reconnect with the correct account
Frequently Asked Questions
Do I need to create a Stripe account somewhere else first?
No. When you click Connect to Stripe, a Stripe window opens where you can either sign in to an existing Stripe account or create a brand-new one right there. You don’t have to set anything up outside of Eano beforehand.
I flipped the Online Payment toggle and nothing happened — is it broken?
No, that’s how it’s meant to behave. Online Payment isn’t a standalone switch — it’s your Stripe connection, so it stays off until Stripe is connected. Click the purple Connect to Stripe button and finish Stripe’s setup, and the toggle will switch to Connected to Stripe on its own.
Who can connect Stripe?
Only Owners and Admins can see and change payment settings. If you don’t see Payments under Settings at all, your role most likely can’t manage payments — ask an Owner or Admin on your team to connect Stripe.
What can my clients pay with once Stripe is connected?
Credit and debit card, plus bank transfer (ACH). You can also offer Check and Zelle as options — those are separate toggles and don’t require Stripe.
How soon can I accept payments after connecting?
As soon as your Stripe status shows Connected to Stripe, you can enable online payments on a proposal and your client will see a Pay Now button. When the money actually lands in your bank follows Stripe’s standard payout schedule.