Start Accepting Credit Cards
Setup credit card account
- From the main screen select Settings
- Select Payment Gateways
- Select Connect with Stripe.
- Set up your Stripe account or log in to your existing Stripe account.
Note: You may receive an email from Stripe. Use the link in your email to activate your newly created Stripe account.
How to charge Your customer's credit card in the app.
- Create a new payment, and select Credit Card as the Payment Method.
- Enter the amount you want to charge.
- Apply the payment to an invoice or choose to have it auto applied.
- Click on the "Enter Credit Card Info" button.
- Enter the credit card information or press the "Scan" button to to scan the card.
- Check off the "Save Card" box to save this customer's credit card for future payments.
- Press "Pay" and you're done.
For your customers to pay you directly online
- They simply click on the link attached in the invoice
- The payment will immediately be reflected in the app.