Overview
Authorize Stripe, set currencies/methods, and run a live $1 test charge.
Prerequisites
- Stripe account with API access (test & live)
- PayStream workspace Admin role
Permissions required
Steps (4)
-
1
Open Providers and select Stripe
Go to Settings → Payments → Providers → **Connect Stripe**.
Tips
Validation
- “Connect” dialog opens with scopes listed.
Success criteria
-
2
Authorize via OAuth
Complete Stripe OAuth. Choose the correct account if you manage multiple.
Tips
Validation
Success criteria
- Provider shows status **Connected** (test mode).
-
3
Configure methods & currencies
Enable Cards + Apple/Google Pay. Select default currency and allowed fallbacks.
Tips
Validation
Success criteria
-
4
Run a $1 test charge
Use the built-in test HPP to create a $1 authorization and capture it.
Tips
Validation
Success criteria
- PaymentIntent completed and appears on the customer timeline.
About this guide
PayStream unifies payments for your workspace. Create invoices or subscriptions, accept global methods (cards, wallets, bank pay), and automate dunning with email/SMS links. Providers are pluggable, so you can route by region or fail over without rewriting flows. Agents issue refunds and send secure payment links from Agent Desk; receipts and PDFs are stored in SecureStore, and every event hits your FlowForge automations and Chronicle timeline.
Security-first design: tokenized instruments, least-privilege keys, signed webhooks with idempotency, and exportable audit logs. Finance and CX teams get shared metrics in InsightLake—auth rates, recovery, refunds, and MRR/ARR.