← All documentation

Features

All plans

Online 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

  1. Go to Settings → Invoices (owner only).
  2. Click Connect Stripe and complete Stripe's onboarding for your business.
  3. Wait for Connect status to show active before sending payment links.

Collect on invoices

  1. When sending an invoice, include the payment link option.
  2. Customers pay by card on Stripe's hosted checkout.
  3. 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.