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Features
All plansOnline Payments
Connect Stripe and collect card payments on invoices and estimate deposits.
Want the marketing overview? Read about Online Payments on Features →
For a product overview, see /features/online-payments. This guide covers Stripe setup and taking payment.
Connect Stripe
- Go to Settings → Invoices (owner only).
- Click Connect Stripe and complete Stripe's onboarding for your business.
- Wait for Connect status to show active before sending payment links.
Collect on invoices
- When sending an invoice, include the payment link option.
- Customers pay by card on Stripe's hosted checkout.
- Paid status updates automatically on the invoice when payment succeeds.
Estimate deposits
Set a default deposit percentage under Settings → Follow-up. Customers pay the deposit when approving an estimate online.