How to accept payment online in invoice?

InvoiceOwl lets your clients pay invoices online using credit/debit cards or ACH bank transfers through Stripe. Here is how to set it up:

First-time setup:

1. When creating or editing an invoice, look for the Payment Methods section in the right sidebar.
2. Toggle on Card or ACH/Bank payments.
3. If you have not connected Stripe yet, you will be prompted to connect your Stripe account. Click Connect Stripe and follow the setup steps.

For each invoice:

1. Open the invoice you want to accept online payments for and click Edit.
2. In the right sidebar under Payment Methods, toggle the switches:
   • Card -- enables credit/debit card payments via Stripe.
   • ACH/Bank -- enables bank transfer payments via Stripe.
3. Save and send the invoice to your client.
4. Your client will see a Pay Now button when they open the invoice link, allowing them to pay directly with their card or bank account.

Payments made through Stripe are automatically recorded on the invoice and the status updates to Paid once the full balance is covered.

On the Mobile App

First-time setup:

1. When creating or editing an invoice, scroll down and tap More Options.
2. You will see Payment Processing options. Toggle on Card or ACH/Bank.
3. If Stripe is not connected yet, you will be prompted to connect your Stripe account.

For each invoice:

1. Open an invoice and tap the Edit icon.
2. Under Payment Processing, toggle Card and/or ACH/Bank on or off.
3. Save and send the invoice. Your client will see a Pay Now button when they open the invoice link.

Payments made through Stripe are automatically recorded and the invoice status updates to Paid once the full balance is covered.