ArborNote Pay – Payment Processing Guide

1. Getting Started With ArborNote Pay (Stripe Approval Required)

To begin accepting payments through ArborNote Pay, you must first complete the Stripe onboarding and approval process. Stripe serves as the secure payment processor that powers ArborNote Pay.

Requesting Your ArborNote Pay Signup Link

Before onboarding can begin, please request your secure Stripe connection link by contacting:

📧 billingsupport@arbornote.com

Completing the Stripe / ArborNote Pay Onboarding

Once you receive your OAuth onboarding link:

1. Click the link to start your ArborNote Pay setup.
   
    
2. Select the appropriate Stripe account from the list.
   
    
3. Click Connect.
   
    
4. Continue through all steps until you reach the “Finish” screen.
   
    

⚠️ Important:
You must reach the Finish screen for ArborNote Pay to fully connect and activate. If the onboarding is closed early, the connection will not be created.

You may also choose “Return to <Name of platform>” to finalize your ArborNote Pay connection after selecting your account.

2. Using ArborNote Pay Within ArborNote

Once your Stripe approval is complete, ArborNote Pay becomes available inside your ArborNote workspace.

To access payment features:

1. Go to the Sales tab.
   
    
2. Open Proposals.
   
    
3. When a proposal is in Completed, Approved, or Scheduled status, a credit card (CC) icon will appear on the right-hand side.
   
    

This icon indicates that ArborNote Pay is available for that proposal.

3. ArborNote Pay — Processing Fees

ArborNote Pay uses Stripe’s standard processing fees:

For the latest details, you can also review:
🔗 https://stripe.com/pricing

4. Need Assistance With ArborNote Pay?

If you have questions or need help with onboarding, payment processing, or setup, we’re here for you!
Just reach out and we’ll be happy to assist.