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Online Payments

  • 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 Info for Your Customer

    If your customer is having issues linking their bank or simply wants you to set it up for them, you...
  • 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...

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