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Getting set up

Get paid: Stripe & Moneris

Set up payment collection from your customers by connecting Stripe (available everywhere) or Moneris (Canada-only). Stripe works out of the box; Moneris requires your own merchant account credentials. Both providers handle card payments securely so your customer data never touches Servtide.

All guides
1

Navigate to the Payments settings

Settings → Payments (or via onboarding checklist 'Connect card payments')
  1. From the main navigation sidebar, look for 'Billing' under Settings
  2. Click on the main settings link or nav menu to find 'Payments' at /settings/payments
  3. Alternatively, if this is your first setup, click 'Connect card payments' in the onboarding checklist on your Dashboard
2

Understand your payment options

Payments page
  1. Read the subtitle: 'Choose how you collect card payments from your customers. Use Stripe, or — if you're set up with Moneris — connect your Moneris store.'
  2. You will see two sections: 'Stripe Connect' and 'Moneris (Canada)'
  3. Pick whichever fits your business — Stripe is simpler if you don't have an existing Moneris account

Tips

  • Stripe is recommended for most users — you don't need to set up anything externally first
  • Moneris is only available if your business is in Canada and you already have a Moneris merchant account
3

Set up Stripe (recommended)

Stripe Connect card in the Payments page
  1. Look at the 'Stripe Connect' section
  2. Read the status badge (will show 'Not connected', 'Onboarding incomplete', or 'Ready to accept payments')
  3. Click the button labeled 'Connect Stripe' (or 'Continue Stripe onboarding' if you've already started)
  4. You will be redirected to Stripe's onboarding form
  5. Fill in your business details, bank account, and tax information as prompted by Stripe
  6. Complete all required steps — Stripe will tell you when you're done
  7. Return to the Payments page; the status should now show 'Ready to accept payments' or 'Demo mode'

What to enter

  • Your legal business name, address, and phone
  • Your personal legal name (owner/signer)
  • Your personal email address
  • Bank account (for payouts) — Stripe will verify it
  • Tax ID if required for your country

Tips

  • The 'Demo mode' badge means you're in Stripe's test environment — remove test data from your Stripe account dashboard once you're ready to go live
  • Stripe payouts go directly into your bank account; Servtide never holds your money
  • Card data is encrypted in transit and never stored on Servtide servers — Stripe's hosted form handles all PCI compliance

Watch out

  • If you close the onboarding form early, your progress is saved — click 'Continue Stripe onboarding' next time to resume
  • You must be a member with 'org.manage' permission to change payment settings (typically only owners/admins)
4

Set up Moneris (Canada only, requires existing merchant account)

Moneris (Canada) card in the Payments page
  1. Look at the 'Moneris (Canada)' section
  2. You must already have a Moneris merchant account and Moneris Checkout enabled — if not, sign up at Moneris first
  3. Gather these three credentials from your Moneris Merchant Resource Centre (Admin → Moneris Checkout Config):
  4. Enter your Store ID in the 'Store ID' field (e.g., 'store5' for test, your actual store ID for production)
  5. Enter your Checkout ID in the 'Checkout ID' field (e.g., 'chkt…')
  6. Paste your API token into the 'API token' field — this is encrypted and never exposed in the UI again
  7. Choose your environment: select 'Test (QA)' to test with fake cards, or 'Live (Production)' once you're ready for real payments

What to enter

  • Store ID — your Moneris store identifier
  • Checkout ID — your Moneris Checkout ID
  • API token — your secret Moneris API key (encrypted at rest; only you can change it by re-entering a new one)
  • Environment — 'Test (QA)' or 'Live (Production)'

Tips

  • Get your credentials from your Moneris Merchant Resource Centre → Admin → Moneris Checkout Config
  • Test first with the 'Test (QA)' environment to make sure your details work before switching to 'Live (Production)'
  • If you already have an API token saved, you can leave that field blank when editing — it will keep your existing token

Watch out

  • Moneris is Canada-only; if your business is outside Canada, use Stripe instead
  • You cannot enable Moneris payments without providing a valid API token — the form will reject 'save' if token is missing but enabled is checked
  • If you switch to Moneris after using Stripe, new invoices will use Moneris; old Stripe payments keep their original gateway
5

Test your Moneris connection (Moneris only)

Moneris section, after saving credentials
  1. Once you have saved your Moneris Store ID, Checkout ID, and API token, a 'Test connection' button will appear
  2. Click 'Test connection' to verify your credentials without charging anything
  3. The button will show 'Testing…' while checking
  4. If successful, you'll see: 'Connection OK — Moneris accepted your credentials.'
  5. If it fails, you'll see an error message — double-check your credentials and try again

Tips

  • This test does a no-charge preload round-trip with Moneris to validate your setup
  • You don't need to test Stripe — Stripe's onboarding process already confirms everything works

Watch out

  • If the test fails with 'Could not reach Moneris', your Store ID, Checkout ID, or API token may be incorrect, or Moneris may be temporarily unavailable
6

Enable Moneris for customer payments (if using Moneris)

Moneris section
  1. In the Moneris section, check the checkbox 'Use Moneris for customer payments'
  2. Click 'Save Moneris settings'
  3. The status badge will now show 'Active — customers pay via Moneris'
  4. From now on, when customers pay invoices, they'll use Moneris Checkout instead of Stripe

Tips

  • You can enable/disable Moneris at any time without losing your stored credentials
  • Stripe remains as a fallback if Moneris is disabled

Watch out

  • Only members with 'org.manage' permission (usually owners/admins) can toggle this on/off
7

Verify your chosen payment provider is ready

Payments page, status badges
  1. If using Stripe: status should show 'Ready to accept payments' (or 'Demo mode' if testing)
  2. If using Moneris: status should show 'Active — customers pay via Moneris'
  3. Once either provider shows a green 'Ready' or 'Active' badge, customers can pay invoices

Tips

  • You can have both Stripe connected and Moneris configured at the same time — whichever is enabled will be used
  • If both are disabled, customers can only pay invoices with manual methods (cash, check, etc.)

Watch out

  • If you see 'Onboarding incomplete' for Stripe, you must finish the Stripe onboarding before live payments work

Done when

  • Stripe or Moneris credentials gathered (Moneris: Store ID, Checkout ID, API token)
  • Payment provider connected and status shows green / Active / Ready
  • Test performed (Stripe onboarding confirms it works; Moneris: test button passed)
  • Moneris enabled (if using Moneris) or Stripe marked ready (if using Stripe)
  • First invoice sent to a customer to confirm payment page appears

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