How to Set Up Online Payments With Stripe and Paypal To start accepting online payments with Stripe.com and or Paypal.com click on the gear icon at the top...
Adding a Payment You can get to the add payment page several different ways. The first way is to go...
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...
Add a Credit to a Customer’s Account There are a couple ways to add a credit to a Customer’s account. Payments Page To add a credit...
Setting up ACH After you enabled the ACH add-on feature your customers need to connect their bank account in their customer portal before...
How to Charge a Customer’s Credit Card That’s Saved There are a couple ways to charge a saved credit card to make a payment. The first option to charge...
Apply a Customer’s Credit to an Invoice To apply a customer’s credit towards an invoice click the “Finance” tab and click “payments“ Next, click the green...
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:...
How to Delete a Payment To delete a payment go to the Finance Tab> Payments Locate the payment you want to delete and click...
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...