Payment Options

What payment options are available for me to accept online payments on my invoices?
You can set up your invoices to accept payments online via PayPal, credit card or bank account, and pick your option per invoice*.  Add your Stripe account in invoicing settings to accept payments via credit card, or add Dwolla in order to accept payments directly from a bank account.

 

PayPal

You can set up PayPal at the bottom of an open invoice:

Or in your Invoicing Settings:

Once you've entered your PayPal email, clients can click the Pay with PayPal button on an invoice:

 

PayPal payments will immediately show as Completed on the payments page. When you receive a payment via PayPal, you can see more information about the transaction on the Payments page. Your PayPal payment will look like:

Paid via PayPal. Email: chris@outright.com, ID: 2KUE37HF367PQ, transaction ID: 3EB29485HE102972Z.

 

 

Do I or my clients need a PayPal merchant account in order to accept payments online?
No, you can use your personal PayPal to send and accept payments.

 

Do I need to set my PayPal account to collect tax on payments?
No - in order to collect tax on an invoice, you should check the 'Taxable' box and enter the amount of sales tax owed. NOTE: If you do not disable tax collecting through PaPal, your client will be charged for taxes twice.

 

 

Stripe

Enable payment via Stripe on your Invoicing Settings page:

 

Once you've enabled Stripe, your clients will see the Pay with Credit Card button on your invoices:

 

Stripe payments will immediately show as Completed on the payments page. When you receive a payment via Stripe, you can see more information about the transaction on the Payments page.

Your Stripe payment will look like: Paid by credit card: XXXX-XXXX-XXXX-1234

 

Do my clients need a Stripe account in order to accept payments online?
No, only you need a Stripe account integrated. Your client can login to a Stripe account, or complete checkout with credit card as a guest.

 

 

Dwolla

Enable Dwolla via the Invoicing Settings page.

 

Once you've enabled Dwolla, your clients will see the Pay with Bank Account button on your invoices:

 

Dwolla payments will show as Pending on the payments page. When the transaction clears, the status will change to Completed. When you receive a payment via Stripe, you can see more information about the transaction on the Payments page.

Paid via Dwolla. Checkout ID: 67g1efg1-98h1-56jj-09b7-6b234a1234cc

 

 

Do my clients need a Dwolla account in order to accept payments online?
No, only you need a Dwolla account integrated. Your client can login to a Dwolla account, or complete checkout with a bank account as a guest.

 

* Recurring invoices can not have the payment method changed per invoice.  

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