ServiceFlow Pro Docs
Invoices & Payments

Employee Payouts

Stripe Connect payouts to technicians and staff.
5 min read

Employee Payouts

Overview

Employee payouts use Stripe Connect to send money directly to technician and staff bank accounts linked through Connect onboarding. ServiceFlow supports manual transfers to connected employees and commission advance requests with configurable approval rules, fee percentages, and auto-approve thresholds.
Connect operates independently of your customer card processor—you can use Helcim for customer checkout while employee payouts still run on Stripe Connect when enabled.

How to access

SurfacePath
Employee payouts tabSettings → Payments → Employee Payouts (/settings/payments?tab=employee-payouts)
Stripe Connect settingsSame tab — Enable Stripe Connect and commission advance settings
Stripe webhook (Connect)Settings → Payments → Stripe Configuration — Connect Webhook Secret
The Employee Payouts tab appears only when Stripe Connect is enabled for the business. Users need financial permissions (e.g. view fund transfers) to access transfers and payouts.

What you can do today

  • Enable or disable Stripe Connect for the business
  • Configure Connect webhook secret for Connect event verification
  • Set commission advance rules: enabled flag, max advance %, auto-approve threshold, advance fee %
  • View pending advance requests and approve or deny them
  • See employee Connect status (Not Connected, Pending, Active)
  • Initiate manual transfers to employees with completed Connect onboarding
  • Retain Stripe as processor for Connect even when Helcim handles customer cards

Prerequisites

Setup path: Settings → Payments → Stripe Configuration and Settings → Payments → Employee Payouts
  1. Stripe account with Connect enabled in Stripe Dashboard → Settings → Connect settings
  2. Stripe secret and publishable keys saved in ServiceFlow (see Stripe Payments)
  3. Connect enabled toggle turned on under Employee Payouts
  4. Optional but recommended: Connect webhook secret in Stripe settings for reliable transfer/advance status updates
  5. Each payee must complete Stripe Connect onboarding (Express or your configured Connect type) — status shows on the employee list
  6. User role with permission to view fund transfers and manage payouts

Step-by-step

1. Enable Connect in Stripe

  1. Open Stripe Dashboard → Connect settings.
  2. Enable Connect and configure your platform settings per Stripe’s documentation.
  3. Note whether you use Express accounts or another Connect configuration.

2. Enable Connect in ServiceFlow

  1. Go to Settings → Payments → Employee Payouts (tab visible after Connect is enabled at the platform level, or enable from this tab).
  2. Toggle Enable Stripe Connect on.
  3. Enter Connect Webhook Secret if you configured a Connect-specific webhook in Stripe.
  4. Click Save Settings.

3. Configure commission advances (optional)

  1. On the same tab, under Commission Advance Settings:
    • Toggle Enable commission advances
    • Set Maximum advance percentage (0–100, default 80)
    • Set Auto-approve threshold ($) — 0 means no auto-approve
    • Set Advance fee percentage (%) if your business charges a fee
  2. Save settings.

4. Employee onboarding

  1. Ensure employees exist as Users in ServiceFlow with valid email addresses.
  2. Each employee completes Stripe Connect onboarding (invitation flow from your Connect setup).
  3. Refresh the Employee Payouts list — Active means payouts are allowed; Pending means onboarding incomplete.

5. Approve advances

  1. Under Pending Advance Requests, review amount, pay period, and employee.
  2. Click Approve or Deny per request.
  3. Approved advances initiate Connect transfers per your Stripe Connect configuration.

6. Send manual transfers

  1. In the employee table, find a user with Active Connect status.
  2. Open the transfer action, enter amount and optional description.
  3. Submit — ServiceFlow calls Stripe Connect to initiate the transfer.

Current limitations

  • Requires Stripe Connect — not available through Helcim alone
  • Employees must complete Connect onboarding before receiving funds
  • Advance auto-approve only applies below the configured dollar threshold
  • Transfer timing and failures follow Stripe Connect rules and bank cutoffs
  • Tab visibility depends on Connect being enabled and user financial permissions
  • Commission calculation source depends on your reporting/payroll setup outside this tab

Roadmap

  • Tighter integration with commission reports and pay period automation
  • Employee self-service advance requests from mobile apps
  • Payout reconciliation exports aligned with QuickBooks sync

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