Accept online payments on invoices

Before sending, confirm that Online Payments settings show that your business can accept payments. If setup is unfinished, complete payment setup first.

Enable payment

1. Create or open the invoice and find its payment section.
2. Turn on Accept Online Payment.
3. Choose from the payment methods offered for that invoice, such as Card or Bank Transfer.
4. Review the fees and any fee-handling option shown. Only use options available for your account and invoice.
5. Review the balance, due date, client, and delivery details. Send the invoice.

To include offline instructions, use the invoice’s payment-instructions option or set a default in Business Settings → Payment Instructions.

After the customer pays

Open the invoice’s payment history and check its status and remaining balance. A completed online payment is recorded automatically. Do not use Record Payment to duplicate it.

If the payment is still processing, wait for its status to settle before treating the invoice as paid or asking the client to pay again. Use payment settings to review deposits or the provider dashboard available to your business.