Take card payments with Stripe
Description

Before you can take online card payments using Stripe, first Connect to Stripe.

Cause
Resolution

Watch our video to see how it works:

  1. From Invoicing, select Add invoice or open an existing invoice to edit it.
  2. Enter the details of your invoice as normal. 
  3. Under Online payments, select Accept online payments.
  4. Select Save, your invoice now shows on the Invoicing page list.
  5. Select View or Actions.
  6. Select either Export as PDF or Copy invoice link and send this to your customer.

When your customer opens the invoice PDF, they can now select the Pay online button.

This creates a payment link, allowing your customer to pay the full amount or enter a partial amount.

Once your customer enters their payment information and confirms their payment, you’ll receive a notification in the Notifications tab. 

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