Accept online payments from customers

Give your customers a convenient way to pay you by accepting all major credit and debit cards with a payment provider. Choose the provider that best suits the needs of your business; Paya, PayPal, or Stripe.

Using Stripe

If you enable Stripe as your credit card processor, a Pay Now button is added to customer invoices and you can see Stripe activity in Accounting. See Taking card payments with Stripe for more information.

Using another provider

If you enable Paya or PayPal as your service provider, you must first create the bank account that you want to record any card payments or refunds against. This account should reflect your merchant account. Creating a separate bank account helps you keep track of your credit card transactions and makes it easier to reconcile them.

To enable Paya or PayPal

  1. Click Settings.
  2. Click Credit Card & Customer Payments in the Connect section.
  3. Click the tab for the service you want to use; Paya (continue to step 4) or PayPal (see step 5).
  4. On the Paya tab, enter the following information:
    • Merchant ID. This is your unique identifier that allows your company to process credit card transactions.
    • Merchant Key. The merchant key contains 12 characters, alternating between capital letters and numbers. For example: A1B2C3D4E5F6.
    • Default Bank Account. Select the bank account to use for your transactions.
  5. On the PayPal tab, enter the following information:
    • PayPal Email. Enter the email address that you use for your PayPal account.
    • Default Bank Account. Select the bank account to use for your PayPal transactions.
  6. Click Save.

To disable Paya or PayPal

  1. Click Settings.
  2. Click Credit Card & Customer Payments in the Connect section if you are using Paya or PayPal.
  3. On the Paya tab, click Disable and then click Yes to confirm.

Your customers will no longer be able to pay you online from their invoice.