Connecting Stripe (and other processors)
Stripe is the recommended payment processor for most Intellivizz CRM businesses. It supports cards, bank transfers (ACH), Apple Pay, Google Pay, and dozens of regional payment methods. Setup takes 10–20 minutes including identity verification.
Connect Stripe
Settings → Payments → Integrations
Click "Connect" next to Stripe
If you have a Stripe account: sign in
If you don't: create one through the Intellivizz prompt (free to create, takes 10 min)
Complete Stripe identity verification: business name, EIN, ownership info, bank account for payouts
Once verified, Intellivizz CRM is connected and ready to charge
Stripe verification requirements
Legal business entity name
EIN (US) or business number (CA)
Bank account details for payout (routing + account number)
Beneficial owner identification (driver's license or passport for owner)
Website URL with clear product/service description
Other supported processors
Authorize.net - popular among healthcare and B2B
PayPal - useful for international consumer e-commerce
NMI - high-risk and specialty merchant accounts
Square - in-person retail integration
For specialized processor needs (high-risk industries, alternative gateways), contact [email protected] for custom integration
WARNING - Don't enter customer card numbers manually
If a customer reads you their credit card over the phone, never type it into a form. Send them an Intellivizz invoice or payment link instead. Manual card entry violates PCI compliance and creates legal liability for your business.
Test mode vs. live mode
Stripe has test mode and live mode - you can connect either or both
Use test mode while configuring products, invoices, and workflows - no real money moves
Switch to live mode when ready to charge customers - Settings → Payments → Mode
Easy mistake: leaving test mode on after going live - customers see your invoice but money doesn't move
