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...