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Send invoices with a Pay Now link and accept credit card payments
Send invoices with a Pay Now link and accept credit card payments

Send invoices to clients and contacts and take credit card payments with Stripe and Splose.

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Written by Splose
Updated over a week ago

Adding a Pay Now button to invoices

To make it easier for your clients and contacts to pay you online, you can add a 'Pay Now' button to your invoices. Here's how:

  1. Go to Settings and then Invoices.

  2. Enable Online payment.

  3. Choose Stripe as your payment method for credit card payments.

<a href="https://downloads.intercomcdn.com/i/o/292861732/9850f54e22ceefcd7f1cdcba/284849503.png" rel="nofollow noopener noreferrer" target="_blank">https://downloads.intercomcdn.com/i/o/292861732/9850f54e22ceefcd7f1cdcba/284849503.png</a>

After following these steps, all online invoices will include a 'Pay Now' button.


Sending 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:

  1. Click Email Invoice.

  2. 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.

<a href="https://downloads.intercomcdn.com/i/o/712845721/fdb5c310547c85453cb9274d/Screenshot+2023-04-16+at+3.43.09+pm.png" rel="nofollow noopener noreferrer" target="_blank">https://downloads.intercomcdn.com/i/o/712845721/fdb5c310547c85453cb9274d/Screenshot+2023-04-16+at+3.43.09+pm.png</a>

When the client opens their invoice online, they can pay online by clicking Pay with credit card.

<a href="https://downloads.intercomcdn.com/i/o/536448153/99de6424b56c6c6a4ca7a53f/11.png" rel="nofollow noopener noreferrer" target="_blank">https://downloads.intercomcdn.com/i/o/536448153/99de6424b56c6c6a4ca7a53f/11.png</a>

The recipient can then enter their credit card details and billing information and click Pay amount.

<a href="https://downloads.intercomcdn.com/i/o/536448198/c2047790d96cc6ab52f3d9fb/12.png" rel="nofollow noopener noreferrer" target="_blank">https://downloads.intercomcdn.com/i/o/536448198/c2047790d96cc6ab52f3d9fb/12.png</a>

The successful payment will be applied to the invoice automatically.

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