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triConvey has partnered with Stripe to provide a seamless credit card payment solution on invoices created in triConvey.


Get paid faster, reduce time spent chasing debtors and improve cash flow for your firm with Stripe credit card payments.

Table of Contents


Getting support with Stripe payments

The scope of triConvey Support extends to resolving issues that occur when using triConvey to collect or request payments via Stripe. For issues with the payment itself, e.g. funds being withheld by Stripe or issues with Stripe accepting your bank account details, please contact Stripe Support.



Before you begin

Set up a Stripe account.  Standard Stripe transaction fees apply for both domestic and international credit card transactions.




Getting Started

Ensure you have entered your Operating Bank Account details in Firm Settings of the triConvey Companion Site Web App.



Connect your Stripe account to triConvey

Create a Stripe account. If you have an existing Stripe account, a new account will be created for you in Stripe once you connect it to triConvey. This is normal as the Stripe Connect integration works like this to ensure your existing account is not changed.

Important:  Separate Stripe accounts with separate email addresses must be created for each Operating account you wish to connect.


1.    Open the triConvey Companion Site web app.


2.    Select the gear icon from the bottom-left corner and then select Firm Settings.


3.    Select Payment Provider from the left menu.


4.    Choose the account to link from the Linked Account Setup section. 


5.    Follow the prompts to link your Operating Account for invoice payments.


6.    Once successfully connected, you’ll see an Active message:


7.    Under Invoice Payment Options, choose whether you want to:


  • Include a payment link on the invoice.

  • Include a Scan to pay QR code on the invoice.


8.    Set your clearance days. These are the number of business days you estimate that a payment will be processed by the bank before funds are cleared into your bank account/s. For more information on clearance days refer to our dedicated article on configuring clearance days.



How to record payment into an operating account from a credit card

When you send a PDF invoice to your client, a Pay Now button and QR code (if enabled) will appear under the amount due.


When you send an eInvoice to your client, the Pay Now button will show on the top-right.


Once your client selects Pay Now or scans the QR code on the invoice, they will be sent to a credit card portal powered by Stripe, and with your brand logo displayed on the top-left corner.


After they enter their card details and select Process, a deposit entry will be created in triConvey and payment will be applied to the corresponding invoice.


If part payment is made against multiple invoices, the payment will automatically apply to the oldest invoice first.




Frequently Asked Questions

How secure are my client's credit card details?
Credit card details do not go through triConvey at all – they go directly from your client to Stripe. This ensures the payments are secure and meet all PCI compliance requirements.
What Do I Do If My Stripe Credit Card Payment Options Are Not Appearing?
Check if the invoice has more than one debtor. Currently, only one debtor can be listed on an invoice for Stripe options to appear. Otherwise, multiple parties might attempt payment. For more reasons why payment options are not appearing, refer to Payment button and QR code does not appear on invoices.
Does Stripe Accept International Credit Cards?
Yes, you can record international credit card details by selecting the correct Country from the drop-down menu. The Stripe fee will then be recalculated with the international fee amount.

triConvey detects if an international card is used when you select a country other than Australia when entering credit card details. In turn, the international transaction fee will be calculated, and the total amount the client pays is now displayed directly above the Process button.

If your client has received a request to pay via the Credit Card Payment Portal, they can also use an international credit card to pay through that portal.
How Do I Check Which Bank Account Is Connected To Stripe?
In Stripe, navigate to Settings > External payout accounts and scheduling. The last 4 digits of the account number will be displayed there.
Does Changing The Bank Account In Stripe Affect TriConvey?
No, the integration is between your office or trust account and Stripe.
Does Closing A Stripe Account Affect TriConvey?
We cannot detect if a Stripe account is closed, so it will likely give you an error message.
What Do I Do If I Need To Refund A Payment Made Through Stripe?
Log in to Stripe and issue the refund from there. This will refund money to the payer. Next, you will need to reverse the transaction in triConvey.
Can I Get A List Of Payments Made Through Stripe?
Your Stripe account will have a list of payments received on the Dashboard. You can also search for specific transactions by using the reference number generated by the payment.
How Do I Disconnect The Stripe Integration?
In the triConvey Companion Site Web App, navigate to Firm Settings and select Payment Provider from the left menu. Scroll down to Invoice Payment Options and click Deactivate Stripe Account for the relevant account.
Why is the Pay Now button not appearing on my invoices?
If your firm has connected to Stripe but payment options are not showing on the PDF invoice, refer to our troubleshooting guide to identify the reason.

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