Getting Started with PayStream Pro
A quick tour of the dashboard, invoicing, and how to get paid faster.
Short, click-to-play walkthroughs that show you exactly how to get the most out of PayStream Pro.
Each video opens with a play button — nothing autoplays, nothing loops. Click the tile you want, watch at your own pace, then jump back in.
A quick tour of the dashboard, invoicing, and how to get paid faster.
Prefer reading to watching? Here's the same flow the video covers, in five short steps. Each step links to the relevant area of the app once you've signed in.
Sign up at paystreampro.net/signup — a card on file is required, but you're not charged until day 15. After verifying your email, go to Settings → Business Profile and add your business name, logo, mailing address, and the email clients will see on invoices. This is what shows up on every invoice and reminder you send, so it's worth getting right once.
From Settings → Payments, click Connect Stripe. Stripe handles its own onboarding (business details, bank for payouts, identity verification). New accounts are typically approved within minutes for U.S.-based businesses. Once approved, every invoice you send gets a one-click Pay Now button.
Open Customers and click Add customer. You only need a name and email to get started; billing address and phone are optional but show up on invoices and help with deliverability. You can also import a CSV from QuickBooks, FreshBooks, or any spreadsheet — the importer maps common field names automatically.
Open Invoices → New invoice, pick the customer, add line items (description, quantity, rate), and optionally set a due date and tax. Hit Send and the invoice goes out by email immediately with a hosted payment page. You can also save it as a draft, schedule it for later, or set it to recur weekly, monthly, or quarterly.
Under Banking → Connect account, link your business checking via Plaid. Transactions sync within minutes and we auto-categorize most of them (office supplies, software, contractors, etc.). Review and confirm categorizations weekly and your P&L and tax reports stay current with zero manual entry.
Tip: the iOS companion app mirrors the dashboard so you can send an invoice from your phone right after a job, attach a photo of a receipt, or accept a payment in person.
Our support team is happy to walk you through anything you don't see covered here.
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