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How to Set Up Stripe in Eano

R
Written by Rosse Montalban
Updated over a week ago

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

Step 1: Go to Payments Settings

  1. Log into Eano

  2. Click Settings

  3. Navigate to Payments (or Integrations → Stripe)

This is where you’ll manage your payment setup.

Step 2: Connect Your Stripe Account

  1. Click Connect with Stripe

  2. A Stripe window will open

  3. 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

Apple - https://apps.apple.com/us/app/google-authenticator/id388497605

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.

  1. 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

      1. Social security or ITIN

      2. ID verification
        ​

  2. Go back to Eano once complete and request the Connect / Authorize

  3. 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:

  1. Create or open an Estimate / Proposal

  2. Make sure Online Payments are enabled

  3. 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

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 Stripe account is fully verified

Wrong Stripe account connected

  • Disconnect and reconnect with the correct account

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