Stripe payments

Connect your own Stripe account to collect fixed or client-entered payments inline during onboarding, with no platform transaction fees on top of Stripe.

Starter plan and above.

Connect Stripe to collect payments from clients directly within your onboarding forms. Payments are processed inline — clients enter their card details and pay without leaving the form.

Setup

  1. Go to Settings > Integrations.
  2. Enter your Stripe Publishable key and Secret key. Find these in your Stripe Dashboard under Developers > API keys.
  3. Click Save.

Use your live keys for production and test keys for testing. You can switch between them at any time.

Adding a payment field

Once Stripe is connected, add a Payment field to any template in the Template builder.

Configure the payment field:

  • Fixed amount — set a specific amount the client must pay (for example, $500 setup fee).
  • Client-entered amount — let the client type their own amount (useful for deposits or variable fees).
  • Currency — set the currency per field.

What clients see

When a client reaches the payment step, they see a Stripe-powered payment form embedded in the onboarding. They enter their card details and confirm payment. On success, the field shows a confirmation and the payment is recorded.

If the payment fails, the client sees the error message from Stripe and can retry.

Tracking payments

Payment status is visible in the onboarding's response view:

  • Paid — payment was successfully processed.
  • Pending — payment is being processed.
  • Failed — payment was declined or encountered an error.

Each payment includes the amount, currency, and Stripe payment intent ID for your records.

Webhook events

When a payment is processed, Portico fires a payment.succeeded webhook event containing the onboarding ID, amount in cents, and the Stripe payment intent ID.

Fees

Portico does not charge any transaction fees on top of Stripe. You connect your own Stripe account and receive payments directly. Standard Stripe processing fees (2.9% plus 30 cents per transaction) apply.

Frequently asked questions

Does Portico charge transaction fees on top of Stripe?
No. You connect your own Stripe account and keep 100% of payments minus standard Stripe processing fees.
Can clients enter a custom payment amount?
Yes. You can configure a payment field as fixed-amount or client-entered, depending on your workflow.
Which plan includes Stripe payments?
Stripe payment collection is available on Starter plans and above.