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Billing – Preliminary Steps

Here are the different steps to follow before you can use the invoicing part with your customers.

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over 2 months ago

Preliminary steps

Connection with Stripe software

You must first create a Stripe account or connect your own if you already have one. Stripe will therefore act as an intermediary between the banks of your customers, that of your company and Hexfit. This allows us to ensure great security for your financial data.

To learn more about this, click here.


Activate Stripe Payment Portal

To activate your payment portal, simply follow this link.

Then choose the options you want to make visible to your customers and save. Make sure the options below are selected as a minimum:

  • Update payment options

  • View their invoice history


Tax number (optional)

When synchronizing your Stripe account, you can also add your tax number (s) so that they are charged during your interventions.

Note that you can select which interventions will be taxed or not subsequently.

Click here to find out more.


Change your branding

Stripe also lets you brand your invoices! Here's how to customize your payment page and invoices!

  • To edit your colors, click here.

  • To modify your invoice (e.g., add text to the footer), click here.


Adjust authorized payment methods

As payments are managed by Stripe, all their payment options will be available to you (card payment, bank transfer, SEPA, etc.).

Review the options activated on your account from here.


Create a paid intervention code

In order to invoice your customers for an intervention, it must be linked to a chargeable intervention code. First, you need to create your chargeable interventions.

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