Card Payments via Stripe
You can start accepting card payments through Stripe once it’s enabled in your System Settings. For more information on how to set this up, click here.

Bank Transfer via Stripe
​This functionality is currently available only for companies using Stripe Express (available exclusively in the UK) and can only be used by Clients with UK-based bank accounts. You can find out how to use this here.

Direct Debit (via GoCardless)
If you have GoCardless set up for your Clients, they can pay via Direct Debit. Payments made through Direct Debit typically take 3-5 days to clear. The invoice will remain marked as Pending until the payment is confirmed, after which it will be marked as Paid.

Offline Payment

In cases where you have taken some other form of payment (i.e. cash or cheque), you can navigate to the unpaid accounting item and select the Take Payment button, then select 'Pay using an offline method' to open the 'Mark Credit Request Paid' panel.

Marking a Credit Request as paid.

Here you will be prompted to select a payment method from the ‘Payment Method’ dropdown menu and specify an amount - this can be a partial payment or the full amount. You can also add a description, specify a payment date and opt to send the Client a receipt via email.

Client Credit
If a Client has credit on their account, you can use this balance to pay for their invoice.