Set up Win! Payment
Win! connects software you already use. Pick the platform you invoice in and follow a short guide. The essentials take about 15 minutes, and you can do the rest later.
Which platform do you use?
Xero
Connect your Xero organisation. Includes automatic bank reconciliation.
Start
QuickBooks Online
Connect your QuickBooks Online company. Includes payout reconciliation.
Start
GoHighLevel
Connect your GoHighLevel sub-account for invoices and the Field Tech App.
Start
Win! imports invoices from one accounting platform at a time. If you switch later, disconnect the first and connect the other; your Win! account and Stripe connection carry over.
What the guide covers
You'll need
- An active Xero organisation, QuickBooks Online company, or GoHighLevel sub-account
- A Stripe account that can accept payouts in your country (you can create it during setup)
- A Win! account (start your 30-day free trial)
- 1
Name your business and set your state
about 2 minutes
- 2
Connect your invoicing platform
about 3 minutes
- 3
Connect Stripe
about 5 minutes
- 4
Send your first payment link
about 2 minutes
- 5
Set up automatic reconciliation (Xero and QuickBooks)
about 10 minutes, one time, when you are ready
- 6
Optional: send emails from your own address
about 5 minutes plus a DNS wait
We never replace your accounting software or your bank. Funds always settle in your own Stripe account, and invoices stay in your own books.
Have field technicians? After the main setup, see the Field Tech App guide.
Stuck? See the FAQ or contact support.