What you'll do
Switch on payments so every invoice carries a pay link and your customers can pay by card or bank transfer in a couple of taps.
Before you start
- Your business details are filled in (name, contact info).
Step 1 — Open Settings → Payments
From the dashboard, head to Settings and find the payments section.
Step 2 — Connect your payouts
Follow the short prompts to tell us where your money should land. This is a quick, secure, one-time step.
Step 3 — Choose what you accept
Leave both card and bank transfer on so customers can pick. On larger jobs, bank transfer usually costs less in fees — see card vs. bank transfer.
Step 4 — Send an invoice
Create or send an invoice as usual. A secure pay link is attached automatically.
What happens next
When the customer pays, the invoice is marked paid, any reminders stop, and your books update on their own. You'll get a "you got paid" alert — nothing else to do.
Bring your own processor?
On the higher plans you can connect your existing processor instead of the built-in rails. See using your own processor.