Invoice Payments are best for businesses that don’t offer in-store point-of-sale. You need an active service plan to use the invoice payments service.

Setting up payment services

1. Go to Setup, Settings, Receivables (or Customers & Sales), then Invoice Payments.
2. On the Invoice Payments window, click Set Up Invoice Payments.
3. Click "I'm not a robot".
4. Click Login or Sign Up.
5. Select Stripe or PayPal as needed.
6. Click Connect.
7. Enter the email and enter it again to confirm the email.
8. A message will come up saying "Welcome to Stripe", and you'll receive a confirmation email.
9. The warning will say that you only have seven days to activate after taking the first payment
    CAUTION: Stripe will refund your payment if you don't activate within seven days. 
10. Close this window.
11. Another box will pop up displaying the General Ledger (GL) accounts used.
    • Online Payments: The GL account that the money goes into
    • Online Payment Fees: The GL account that tracks the fees
12. Check the status by going to Setup, Settings, Receivables, then Invoice Payments.
    • If the status says 'Pending', it means your account is being verified
13. Select the Automatically download payments when the company opens checkbox.
14. Finish registration on the Stripe website.

'Pay Now' option on invoices

 NOTE: The 'Pay Now' option only works with Canadian dollars (CAD). Ensure the invoices are in CAD and set the customer record to CAD currency. 

1. Go to Receivables (or Customers and Sales).
2. Select Customers and double-click a customer name to open the record.
3. Ensure there’s an email address in the Email field under the Address tab.
4. Create a sales invoice with a dollar amount. The 'Pay Now' feature won't be available on a $0.00 invoice.
5. Click the email icon at the top right of the sales invoice.
6. On the Email information window, select the Include Pay Now option in the email to accept online payments checkbox.
7. Click Send.
8. The customer will be able to click a 'Pay Now' link on the website.

Adjusting the invoice

• If you adjust the invoice and increase the price, the emailed invoice shows the difference
• If you decrease the amount, a credit memo appears, but no refund is issued
• If you email the invoice before adjusting it, the customer will get a payment error

 NOTE: If you don't have access to Invoice Payments, make sure your service plan includes cloud connectivity. Contact Sales at (888)-261-9610 to upgrade. 

What are the merchant fees for Invoice Payments?