Video Tutorial
Setting Up Payment Options for Customers
Access Payment Settings — 0:01
- Navigate to Business Tools
- Select Payments
- If this is your first time, click the Connect your Stripe button to link your Stripe account
Connect Your Stripe Account — 0:10
- Log in to your Stripe account or sign up if you don’t have one
- Once connected, you will see various payment options available
Enable Credit and Debit Card Payments — 0:47
- Toggle the option to accept credit and debit cards on or off
- This is the most common payment method for customers
- Enabling this option allows customers to pay via Apple Pay and Google Pay
Decide on Credit Card Fee Absorption — 1:15
- Choose whether to absorb credit card fees or pass them on to customers
- If fees are passed on, a standard fee of 4% + $0.30 will be added to the transaction
Enable ACH Payments — 2:14
- Toggle the option for ACH payments on or off
- If enabled, payments will be marked as paid when initiated, but reports will be locked until settled (up to 5 business days)
Offer Buy Now Pay Later Option — 3:10
- Toggle the Buy Now Pay Later option on or off
- Note that you must absorb the fee of 8% + $0.30 as passing it on would classify you as a lender
Enable Other Payment Methods — 3:29
- Toggle the Other Payment Methods option on or off
- This method is less preferred due to tracking issues; manual payment marking is required
Add Payment Instructions — 3:48
- If enabling other payment methods, include payment instructions (e.g., Venmo ID, Zelle details) for customers
Understand Pay-It-Close Feature — 4:08
- This feature can only be enabled by the service provider
- Contact support to request this feature if needed
View Payment Options as a Customer — 4:24
- Customers can view payment options in the reports portal under Payments
- They can choose to pay by card, ACH, buy now pay later, or other methods
Create Custom Invoices — 5:00
- To create a custom invoice, click Create Invoice
- This will generate a Stripe invoice and send it directly to the customer
