Payment methods and Stripe
Payment methods tell the client how to pay. Select them while preparing the invoice, then check their presentation in the preview.
Add reusable payment details
Open Invoice Settings → Payment Methods → Create Payment Method. Choose a type offered for your business's country and complete its details.
Options vary by country and can include bank transfer details, supported wallets such as PayID, GCash, or Maya, and a Payment Link. The fields adapt to the method: for example, account name and number, BSB, IBAN, or routing details. Some methods support a QR image.
Check every account detail, link, and QR image before using it. A payment instruction or external link does not itself confirm that the client has paid.
Select methods for an invoice
Use the add control in the invoice's payment methods section to choose the methods to display. The invoice supports up to two bank or wallet methods, plus one online payment option. Remove an unwanted method before replacing it if its limit is reached.
Stripe and a manual Payment Link cannot both be selected on the same invoice. Choose the online payment option you want to offer, alongside your bank or wallet instructions if needed.
Review the selected methods and their order in the preview. Saved invoices retain payment-detail snapshots; editing a reusable method should not be treated as a way to rewrite an already-issued invoice's payment instructions.
Offer Stripe payments
Open the Stripe entry in Payment Methods to review or manage your connection. Stripe must be connected and ready to accept payments before its invoice option is usable. Select Stripe on the invoice and review it before issue.
The client follows the invoice's payment link to Stripe-hosted checkout. A successful payment is recorded through the integration and updates the invoice's payment position. Opening a payment page is not the same as completing payment.
Do not manually record the same successful Stripe payment again. If the payment is not yet reflected, check its outcome and refresh the invoice before taking another action. Demo invoices do not offer real Stripe card payments.
Payments received elsewhere
Bank transfers, cash, wallets, and payments through an external link need to be recorded on the invoice once received. Selecting Card as a recorded payment method records a payment made elsewhere; it does not charge the client's card.
For Stripe refunds, use the eligible credit-note refund flow. If the invoice shows a dispute or refund problem, follow its Stripe details and status rather than adding an unrelated payment.