Milestone Payment Gates
Clients approve deliverables and pay in one click. Work does not proceed until payment clears.
Stripe / INTEGRATION GUIDE
Collect payments when clients approve work. No more chasing invoices or waiting for checks.
QUICK ANSWER
The Stripe integration makes payments part of the client workflow so firms can connect approvals, invoices, and collection timing.
Best for teams already relying on Stripe and needing their client-facing updates, approvals, or reporting to stay in sync.
THE WORKFLOW
Seamlessly connect your workflow with Angelwood
Clients approve deliverables and pay in one click. Work does not proceed until payment clears.
Generate and send invoices automatically when milestones are ready for approval.
Clients see their payment history, upcoming invoices, and current balance in their portal.
FROM SETUP TO SHARED CONTEXT
Get started with Stripe in minutes
Secure OAuth connection. Your Stripe credentials stay private.
Define payment amounts for each project milestone or retainer period.
When work is ready, clients review, approve, and pay through their portal.
Stripe processes the payment. You receive funds on your normal payout schedule.
IN PRACTICE
Ways to apply this workflow to client work
Collect deposits, progress payments, and final payments tied to deliverable approvals.
OutcomeReduce payment delays by 70%
Automate monthly retainer billing with one-click payment for clients.
OutcomeCollect 95% of retainers on time
Gate asset delivery behind payment. Clients pay before receiving final files.
OutcomeEliminate unpaid final invoices
GOOD QUESTIONS
Credit cards, debit cards, and ACH bank transfers (US). Clients save payment methods for future use.
Standard Stripe fees apply (2.9% + 30¢ for cards). Angelwood does not add additional fees.
Yes. Set up milestone payments or installment schedules for larger projects.
Issue full or partial refunds directly from your Stripe dashboard or through Angelwood.
Yes. All payment data is handled by Stripe. Angelwood never stores card numbers.
Yes. Clients access payment history, download invoices, and update payment methods in their portal.
YOUR NEXT STEP
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