Set Up & Manage Online Payments Table of Contents Overview Stripe Paypal Overview If you are looking to set up or edit your online payments settings,...
Set up Auto-Charge Once your customer’s have credit cards on file and have given you permission to auto-charge their cards, you can set...
Adding a Customer’s Credit Card on File There are two places you can add, edit, or delete a customer’s credit card. The first is by clicking...
Setting up ACH After you enabled the ACH add-on feature your customers need to connect their bank account in their customer portal before...
Adding ACH Payment Method Table of Contents How a Customer Adds ACH How to Add ACH for a Customer How a Customer Adds ACH...
Credit Card Processing Fees Once you connected your Stripe account, your customers will be able to pay invoices online. Stripe charges 2.9% + 30...
Passing Credit Card Fees to Your Customer To pass the credit card fees to your customer, click the settings button (the gear icon at the top right...
When a Customer Pays Me Online, How Do I Get the Money? When a customer pays you online in the client portal, you will get your money one of two ways: If...
Save a Credit Card on File There are two different ways to save a credit card on file. The first way is to Save a Card...