Accept online payments on invoices
Turn on online payments when you want customers to pay by card or bank transfer from the invoice link.
Before you start
Connect Stripe first. See How to connect Stripe. Your Online Payments settings must show Ready before you can enable payments on new invoices.
Steps
- Open the project and create or edit an invoice.
- In the payment section, turn on Accept Online Payment.
- Choose Card or Bank Transfer if both are available.
- Optionally turn on Cover processing fees if you want to pass fees to your customer.
- Review the invoice total and send the invoice to your customer.
Offline payment instructions
If you also accept checks, e-transfers, or other offline methods, turn on payment instructions on the same invoice form or set a default in Organization Settings → Payment Instructions.
What happens next
Your customer pays from the invoice link. Dave records the payment automatically and updates the invoice balance. You do not need to Record Payment for successful online payments.
View payout details in Online Payments → View Payouts & Settings.