How do I set up my payment gateway with Stripe?

To enable your payment integration with Stripe, first create an account directly with Stripe, and then follow the below steps to integrate with Optix:

Once you've integrated your Stripe account with Optix, configure your Stripe settings by selecting the payment methods you'd like to accept:

Depending on the country your coworking business is located in, Stripe allows different payment methods for your users.

For Canadian clients:

You can add Visa, Mastercard, American Express, and JCB credit and debit cards.

When it comes to Interac debit cards, Stripe doesn't directly support it, although any Interac card that's co-branded with one of the brands listed should be usable.

For clients in other countries:
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Stripe also supports a range of additional payment methods, depending on the country of your Stripe account.

Below are payment methods that Optix support via Stripe Checkout:

If you’d like to automatically charge users a processing fee (for example, credit card or ACH fees) on their invoices, Optix supports Stripe transaction fees at the payment integration dashboard.
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Learn how to enable and manage transaction fees here: How do I charge users transaction fees?

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To enable Apple Pay and Google Pay with Stripe, first create an account directly with Stripe. You'll need to ensure that Apple Pay and Google Pay options under 'Wallet' in your Stripe account are enabled first.

Once you've enabled these settings in Stripe, follow the below steps to integrate Stripe with Optix:

To accept the Stripe checkout/manual payment methods:

Users will then be able to see these payment methods when they click on their invoice to pay.

In Optix:

1. Select Apps & Integrations from the left-hand menu​

2. Scroll down and click Stripe

3. Click Install

4. Continue to select the Stripe account you'd like to integrate with.
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7. Follow any authorization or verification steps as required by your Stripe and computer settings

8. In Settings > Installed apps > Stripe, configure all 'Recurring' and 'Manual' payment method settings of interest to your business. These may include direct banking, Apple Pay, Google Pay, and any other international entity

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9. On the same page, under Import users section, click Import

10. Select Do not create users unless you would like to add non-Optix users currently in your Stripe account into your Optix dashboard

11. The default for all Users' payment method will be their 'User account'. If a User is in a team, you will have the option to add their payment method to their team account instead of their personal User account

12. Once you have adjusted any team payment methods, select Import now

Can I temporarily connect the same Stripe account to multiple Optix organizations to import payment methods?

No. Payment methods cannot be transferred between Optix organizations by temporarily reconnecting a Stripe account.

When a Stripe account is disconnected from an Optix organization:

Although payment methods are stored in Stripe, Optix maintains its own internal references between users/teams and those payment methods. Disconnecting Stripe breaks those references.

Is there any workaround to move payment methods between Stripe accounts?

Optix does not support copying or migrating payment methods between organizations.

However, Stripe provides its own tooling for copying certain data (including payment methods) between Stripe accounts. This process must be handled directly within Stripe, outside of Optix.

Learn more from Stripe here.

Imported users are missing payment methods

Stripe Checkout options don’t appear

Payment methods disappeared after reconnecting Stripe

This is expected behavior. Disconnecting Stripe removes payment method references inside Optix. They cannot be restored automatically.