Getting paid
Get paid online by card or bank
4 min read
Connect Stripe
Online payments go through Stripe. Money lands in your bank account on Stripe's payout schedule. Only the business owner can connect it.
- Open Settings, then Payments & invoicing, then the Payments tab.
- Choose Connect Stripe. Stripe asks for your business details and the bank account for payouts.
- If you stop partway, choose Continue Stripe setup to pick up where you left off.
- Back on the Payments tab, choose Refresh status if it hasn't updated yet.
What your customers see
Once Stripe is connected, quotes that ask for a deposit take it by card when the customer approves, and every emailed invoice has a pay button. The customer pays on a secure Stripe page; you never handle card numbers.
Payments show on the invoice as soon as they go through, and the invoice is marked paid.
Bank payments in the US
US businesses can also turn on Let customers pay invoices from their bank account on the Payments tab. Bank payments cost less than cards but take a few days to clear.
Cash and checks
You don't have to take payments online. Open an invoice and choose Record payment for cash or a check. If you skip the Get paid online step, the setup row stops asking.