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Add a Payment Button to Invoices
Add a Payment Button to Invoices

Allow clients to pay invoices online - add a payment button to invoice PDFs and emails

Trentenn avatar
Written by Trentenn
Updated over a week ago

Here is how to add a payment button to invoices:

  1. Go to 'Integrations'

  2. On the Stripe Integration tile, add the Publishable and Secret Key, and select the 'Add payment button to Unpaid Invoices'.

  3. Click 'SAVE'.

  4. Once done, all unpaid invoices will now have a PAY button.

  5. Email the invoice to your client.

  6. When your client opens the Invoice PDF and clicks PAY, they will be directed to a secure payment page. They can enter their credit card details and process the payment.

  7. Once your client has processed the payment funds will be available in your linked Stripe account & a paid invoice will be automatically emailed to your client.

  8. The same invoice will be listed automatically as Paid on your Invoices tab

  9. The payment will appear on the Banking Report and labeled 'Stripe - Invoice'.

Tags: Invoicing, Payments, Credit Cards, Stripe

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