Payment Settings

Stripe (Credit Card Payments)

Stripe enables you to accept credit card payments directly from your invoices. Access settings under Settings | Payments | Stripe.

Setting Up Stripe

Go to Settings | Payments
Select the Stripe tab
Click Connect to link your Stripe account
Follow the Stripe setup wizard to complete registration
Once connected, your Stripe User ID will appear

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Auto-Send Receipts

Enable automatic receipt emails to clients after successful payments.

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Stripe Dashboard

Access your Stripe dashboard directly to view detailed payment reports.

Note: Stripe charges processing fees for each transaction. You can choose to absorb these fees or pass them to clients as convenience fees in your Tax settings.

PayPal

Connect your PayPal account to offer clients an additional payment option.

Setting Up PayPal

Go to Settings | Payments
Select the PayPal tab
Click Connect to link your PayPal account
Log in to PayPal and authorize the connection
Your Merchant ID will appear once connected

Tip: Having multiple payment options increases the likelihood of clients paying promptly.

Venmo

Accept Venmo payments for quick and easy mobile transactions.

Configuring Venmo

Go to Settings | Payments
Select the Venmo tab
Enter your Venmo account details
Save your configuration

Note: Venmo is popular for smaller transactions and works well for local service providers.

Tips (Gratuity)

Enable tips to allow clients to add gratuity when paying invoices online. When enabled, clients see a tip screen before completing their payment, where they can pick a suggested percentage, enter a custom amount, or skip.

Enabling Tips

Go to Settings | Payments
Select the Tips tab
Check Enable tip to turn on the feature
Default suggested percentages (12%, 15%, 18%) are created automatically the first time you enable tips
Click Save to apply your changes

Customizing Tip Suggestions

You control which percentage options your clients see. You can add, remove, or change the suggested tip percentages.

In the Tip Suggestions section, you'll see your current percentages
To add a new option, enter a percentage (1–99) and click Add
To remove an option, click the × button next to it
Suggestions are automatically sorted from lowest to highest

What Your Client Sees

When a client pays an invoice online and tips are enabled, they go through the following flow:

The client clicks Pay on their invoice
A tip screen appears showing your suggested percentages as buttons, each displaying the percentage and the calculated dollar amount
The client can:
- Tap a suggested percentage to select it
- Tap Custom Amount to enter a specific dollar amount or percentage
- Tap No Tip to skip
After choosing, the client proceeds to select a payment method and complete the payment
The client can still change their tip choice before finalizing

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Client Choice

Clients can choose a preset percentage, enter a custom amount, or skip entirely. Tips are never forced.

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Tracked Separately

Tips are recorded separately from the invoice amount, so your reports show exactly how much was a tip versus the actual payment.

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Payment Notifications

When a client leaves a tip, the payment notification email and SMS include the tip amount.

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Reports

Tip amounts appear in the Income Report and Detailed Report as a separate column, with totals at the bottom.

How Tips Are Calculated

The tip is calculated on the invoice balance (excluding convenience fees). For example, if a client owes $500 and selects a 15% tip:

Invoice balance: $500.00
Tip (15%): $75.00
Total charged: $575.00

Of the $575.00 charged, $500.00 is applied to the invoice and $75.00 is recorded as a tip. If convenience fees are enabled, those are added on top separately.

Tip: Enabling tips can increase your revenue, especially for service-based businesses where clients appreciate good work.