Stripe

Connecting Stripe links a Stripe account to a Business so its customers and transactions sync into Bizzy. You configure it from your business’s settings. Each Business has one Stripe account selected for data sync. Connecting for data sync does not enable invoice payment collection or require acceptance of the Payments Addendum.

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Payment terms

An organization owner or admin must accept the published Payments Addendum before setting up invoice collection. On the payment terms page, review the linked document and version, then select the checkbox and click Accept payments terms. If the terms change before you submit, review the updated version before accepting again. If no payment terms are available, you cannot accept them. Acceptance applies to your organization and does not enable collection. Your Bizzy subscription and domain purchases do not require this addendum.

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Prepare a payment account

Open /{orgSlug}/settings/payments-stripe directly. This setup page has no navigation entry. An organization owner or admin must accept the current Payments Addendum before authorizing or enabling the account. The page blocks setup when published terms are unavailable. The payment account receives invoice proceeds. The data sync account and its customers are separate and stay unchanged. To use an existing Stripe account:

1. Check the displayed data sync account.
2. Choose Use this account for payments to reuse its authorization, or Choose another Stripe account to authorize an eligible existing account.
3. After returning from Stripe, verify the account name and ID and click Confirm payment account. An account managed by another platform is ineligible; Stripe can offer a different account instead.

To create a new payment account:

1. Under Create a new payment account, select the country where the business is registered. The country is fixed once the account exists.
2. Click Create payment account. Clicking it again after a failure resumes the same account instead of creating a second one, and choosing another Stripe account is unavailable until the attempt resolves. An attempt that was never confirmed within a day stops here instead of retrying; contact support to recover it. Only one account choice can be in progress at a time: starting again replaces your own unfinished choice, but another admin’s choice must be confirmed, declined, or expire after ten minutes before you can create, reuse, or choose an account.
3. Complete the Stripe onboarding steps shown on the page.
4. Leave onboarding when you are finished.

Leaving onboarding does not make the account ready. The page checks the account again and lists outstanding requirements after Stripe needs. Complete them in Stripe, then click Check status. Open Stripe Dashboard opens the full Stripe Dashboard for the account, including payouts and payment history. If account verification fails after returning from Stripe, reload the setup page to retry before the ten-minute authorization expires.

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Account status

The payment account card shows one of four statuses. Opening the page or clicking Check status confirms the status with Stripe. Payouts are shown separately as Payouts enabled or Payouts not yet enabled. A Ready account collects payments before payouts are enabled; proceeds stay in the Stripe balance until Stripe enables payouts for the account, which you complete in the Stripe Dashboard. Payment terms and a Ready account are both required before payment access is enabled. Once they are, customers can pay invoices online from the invoice link. The same status appears as stripe.payments on the business in the API and the MCP getBusiness tool; the data sync connection appears as stripe.sync. Bizzy deducts 1.5% from each successful invoice payment, in addition to Stripe processing fees. Bizzy retains its fee on full and partial refunds. Customers are never charged a surcharge. Imported transactions have no Bizzy collection fee. If an existing account is ineligible, create a new payment account on the same page.

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Disconnect payment access

On the payment setup page, expand Disconnect payment account and click Confirm payment disconnection. This stops payment access, including invoice payments customers have started but not finished, and preserves sync settings, imported records, and historical payment ownership. Stripe access is revoked only when no other role uses the authorization. A payment account that Bizzy created cannot be selected again after disconnection: it stays open in Stripe with its Dashboard, and creating a payment account later makes a new one. A restriction Stripe applies later, or access revoked from the Stripe Dashboard, changes only the payment account’s status. Data sync keeps running on its own connection, and payments already recorded keep their account. Disconnect the current payment account before selecting a replacement. If disconnection fails, use Retry disconnection. While Awaiting Stripe confirmation appears, reconnection is blocked. You can disconnect payment access even when payment terms need renewed acceptance.

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Prerequisites

• You must be an Owner or Admin to connect, disconnect, or change sync settings
• The Business you want to connect must already exist in Bizzy (see Business profile)
• You need permission to authorize connections on the Stripe account you want to connect

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Connect Stripe

To connect a Business to Stripe:

1. Navigate to Settings > Integrations > Stripe (at /{orgSlug}/settings/integrations/stripe)
2. Click Connect Stripe
3. You’re redirected to Stripe’s authorization page — sign in if needed, pick the account, and approve the connection
4. Stripe sends you back to the integration page with a success message

Bizzy uses the access you grant to read customers, charges, invoices, and payments, to receive their changes, and, in Two-Way sync only, to write customer edits back to Stripe. When the connection completes, Bizzy automatically:

• Sets the sync mode to One-Way (Stripe → Bizzy)
• Triggers an initial full inbound sync of customers and transactions

The connected account’s name, email, and connection date appear at the top of the page once linked.

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Sync modes

Sync has three modes. You can switch between them at any time without disconnecting. To change modes:

1. On the Stripe integration page, find the Sync mode card
2. Select the new mode
3. Confirm in the dialog that explains what will happen

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Manual full sync

Use Sync Now on the integration page to re-run a full inbound sync without changing modes. This is useful after bulk changes in Stripe (e.g., importing customers there) or to recover from a long offline period. When sync mode was Off for more than 7 days and you re-enable it, Bizzy runs a full inbound sync automatically to catch up.

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Customer mapping

Bizzy tries to link Stripe customers to existing Bizzy customers automatically by normalized email address during initial sync. The matching rules:

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Manage mappings

Click Manage Customer Mapping on the Stripe integration page (or visit /{orgSlug}/settings/integrations/stripe/customer-mapping) to review and edit links. The customer-mapping table shows each Stripe customer alongside its current link status. Filter by All, Unlinked, Ambiguous, or Linked to focus on what needs attention. For each row you can:

• Link — Open the customer picker, search Bizzy customers by name or email, and link manually
• Unlink — Remove the existing link without deleting either customer
• Auto-link by email — Bulk action at the top of the page; runs the same email-matching rule against all unlinked and ambiguous customers visible on the current page and reports a summary

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Sync errors

When inbound or outbound sync fails for a specific customer or transaction, Bizzy records the error and surfaces it in a Sync errors card on the main integration page. Each error row shows:

• The entity that failed
• The error message
• How many times it has been retried
• The timestamp of the last attempt

For each error you can click Retry to re-run the sync for that single entity. On success, the error row is removed; on failure, the attempt count increments. The Clear all button at the top of the card removes all error rows but does not retry them. Use it to acknowledge errors you’ve decided to ignore.

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Disconnecting

To disconnect Stripe from a Business:

1. On the Stripe integration page, click Disconnect
2. Confirm in the dialog

Disconnecting:

• Stops future inbound and outbound sync for the selected account
• Removes Bizzy’s access to the account, unless the same account is also set up for collecting invoice payments
• Preserves customers, customer mappings, transactions, invoices, and recorded payments
• You can connect a different account for future sync; existing payments keep their original account

If removal of access fails, use Retry disconnection to finish. While Awaiting Stripe confirmation appears, sync stays stopped and you cannot reconnect that account.

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Connection revoked from Stripe

If you (or another Stripe admin) revoke Bizzy’s access from the Stripe Dashboard directly, sync stops. The integration page shows a banner explaining the connection is no longer valid the next time it loads. Click Disconnect in the banner to clear the disconnected account from settings, then reconnect when ready. A delayed disconnection notice from an earlier authorization does not stop your reconnected account.

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Limitations

• One sync source per Business. A Stripe account cannot be reassigned to another Business after disconnecting; its historical records retain their original owner
• Two-Way is forward-only. Switching to Two-Way pushes future Bizzy edits to Stripe but does not back-fill historical edits
• Ambiguous matches require human review. Auto-link skips any Stripe customer whose email matches multiple Bizzy customers
• Accounts managed by another platform can’t be connected. Stripe offers to create a new account for sync instead; it has no history to import. For payments, create a new payment account on the payment setup page

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Next steps