Send invoices with a link to 'Pay with credit card'

Simply enable online payments and, when an invoice is sent to a client, a 'Pay with credit card' button will show when the client opens the invoice.

An invoice with online payments enabled can also be paid via stripe from the practice side.

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:

After following these steps, all online invoices will include a 'Pay with credit card' button.

Once you've created an invoice, you can send it to your client so that they can pay you online. Here's how:

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.

After receiving and opening an invoice a client can follow these steps to pay with credit card:

1. Click Pay with credit card in the top right corner of the screen.

2. Select to pay by Card, Apple Pay or Google Pay. Paying by card will require entering the relevant credit card details.

3. Enter billing information and click Pay amount.

The successful payment will be applied to the invoice automatically.

To pay an invoice from the practice side:

1. Go to the Invoices tab and open the relevant invoice.

2. In the top right of the screen click Pay.

3. On the drop down list, beneath the greyed-out heading of Stripe, click Credit card.

4. 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.