Up and running in 15 minutes.
Win! requires three connections — Xero or QuickBooks Online, Stripe, and your branding. Once they're in place, you can send your first payment link and enroll your first AutoPay client the same day. No code. No IT department. No configuration file.
30-day free trial · No credit card required
What you need before you start
Xero or QuickBooks Online
An active subscription with at least one approved invoice. Win! reads invoices from whichever platform you use — or both simultaneously.
A Stripe account
You can use an existing Stripe account or create a new one free during Win!'s setup. Either way, the account is yours — payments settle directly to your Stripe balance.
Your logo and brand color
Optional but highly recommended. Takes two minutes to upload. Every customer-facing page, email, and receipt will carry your branding from the first invoice.
Don't have a Stripe account? You can create one free directly from Win!'s setup flow. Stripe onboarding takes approximately 5 minutes and requires your business details and bank account for payouts.
Step-by-step setup
Follow these steps in order. Most take less than 3 minutes each.
Create your Win! account
2 minutes- Click Start Free Trial on any page.
- Enter your business email and create a password.
- Verify your email address.
- Enter your business name and select your plan (you can change plans anytime during the trial).
Connect Xero or QuickBooks Online
3 minutes- From your Win! dashboard, click Connect Accounting Software.
- Choose Xero or QuickBooks Online (or both).
- Authorise Win! via the standard OAuth flow — you'll be redirected to Xero or QBO to approve access.
- Win! immediately begins syncing your invoices, contacts, and product catalogue.
Connect Stripe
5 minutes- Click Connect Stripe from your Win! dashboard.
- If you have a Stripe account, sign in and authorise Win!.
- If you don't have one, click Create a Stripe account and follow Stripe's onboarding — you'll need your business name, address, bank account, and SSN/EIN.
- Once connected, payments will settle directly into your Stripe balance.
Upload your branding
2 minutes- Go to Settings → Branding.
- Upload your company logo (PNG or SVG, at least 200px wide).
- Select your primary brand color using the color picker.
- Preview how your checkout page and reminder emails will look.
Send your first payment link
1 minute- Go to Invoices in your Win! dashboard — you'll see all outstanding invoices synced from your accounting platform.
- Click Send Payment Link on any invoice.
- Win! delivers a branded payment link to your customer by email immediately.
- You can also copy the link and share it directly via text, WhatsApp, or any channel.
Enroll your first AutoPay client
2 minutes- Go to Clients and select a client you'd like to enroll in AutoPay.
- Click Invite to AutoPay — Win! sends them a branded enrollment link.
- The client authorizes a payment method. Win! stores it securely via Stripe.
- Every future invoice for this client charges automatically on the due date.
Turn on automated reminders
1 minute- Go to Settings → Reminders.
- Enable your reminder sequence — you can configure timing (e.g., 3 days before due, on due date, 7 days overdue, 14 days overdue).
- Win! sends every reminder automatically for every non-AutoPay invoice.
- Reminders stop the moment payment is received — no awkward duplicate emails.
After setup — what happens automatically
Setup questions — answered
The setup questions we see most often, including the ones people are afraid to ask.