Take your first payment

Who can do this: Business owners and admins to connect payments; staff with checkout access to take payments Where to find it: Settings ›…

Who can do this: Business owners and admins to connect payments; staff with checkout access to take payments
Where to find it: Settings › Payment Account, then Sales (/business/settings/integrations)

Connect a payment account, then check out a client from a sale.

Before you start

A payment account such as Stripe, connected from Integrations.
A client and a service or product to charge for.

Steps

Go to Settings › Integrations and connect Stripe.

Go to Settings › Payment Account and confirm your primary payment account.
Go to Sales and select New Sale.

Choose the client, add a service or product, and check the subtotal.

Select Go To Payments and complete the payment.

Result

The payment is recorded and appears in Payments › Transactions.

Tip: Use Settings › Advanced Settings to set up tip buttons and receipts.

FAQ

Where can I see payments?

In Payments › Transactions, or from Settings › Payment Account › View Transactions.

Still have questions?

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