With online payments enabled, the invoices you send include a 'Pay with credit card' button, so clients can pay by card, Apple Pay, or Google Pay as soon as they open the invoice. Successful payments are applied to the invoice automatically, and you can also take a card payment from the practice side.
This guide covers how to enable online payments, send an invoice for online payment, how a client pays, and how to take a card payment yourself.
Add a 'Pay with credit card' button to invoices
To make it easier for your clients and contacts to pay you online, you can add a 'Pay with credit card' button to your invoices. Here's how:
Go to Settings and then Payments.
Toggle 'Enable online payments for invoices' on.
Choose Stripe as your payment method for credit card payments. Ensure that you have already set up your Stripe integration.
After following these steps, all online invoices will include a 'Pay with credit card' button.
Send an invoice for online payment
Once you've created an invoice, you can send it to your client so that they can pay you online. Here's how:
Click Email Invoice.
Add a message and then click Send.
Alternatively, under Actions you can click Copy public link. You must click Mark as sent before sending the invoice so that the status of the invoice can be updated to Awaiting Payment from Draft. You can now share the invoice link with the client.
How a client can make an online payment
After receiving and opening an invoice, a client can follow these steps to pay with a credit card:
Click Pay with credit card in the top right corner of the screen.
Select to pay by Card, Apple Pay or Google Pay. Paying by card will require entering the relevant credit card details.
Enter billing information and click Pay amount.
The successful payment will be applied to the invoice automatically.
Paying an invoice with online payments enabled from the practice side
To pay an invoice from the practice side:
Go to the Invoices tab and open the relevant invoice.
In the top right of the screen, click Pay.
On the drop-down list, beneath splose Payments (Stripe), click Pay Online.
Enter the amount and the client's card details or select a saved card. Once you've ensured the client has authorised the payment, click Pay.
Troubleshooting and FAQs
The "Pay with credit card" link has disappeared from my invoices. Where did it go?
The "Pay with credit card" link has disappeared from my invoices. Where did it go?
The pay-online option now lives on the invoice's public page, not in the PDF. When you email an invoice, the client gets a link to that page where the Pay with credit card button appears.
To share it yourself, open the invoice and go to Actions › Copy public link (mark the invoice as Sent first). The button only shows when online payments are on (Settings › Payments), Stripe is connected, and the invoice isn't a draft. If it's missing, check those first.