Take payment online

The gap between sending an invoice and being paid is mostly friction: finding the IBAN, typing the reference, remembering to do it. A payment link removes all three.

Step by step

1. Open Payments → Settings → Accounts & integrations and connect the provider you have an account with. See Connect your bank and payment accounts.
2. Open Set up invoices & e-mails on the invoice list. Under Payment methods on invoices check which methods customers see.
3. Decide with Allow partial payments whether customers may pay a part.
4. Send an invoice as usual. It now carries a payment button.

What the customer sees

The online invoice shows the amount, the status and the due date. Pay now offers the methods you allowed. These can be card, Apple Pay and Google Pay, TWINT, PayPal, SEPA Direct Debit and bank transfer with a QR bill. For the bank transfer the page shows a QR code and copy buttons for the details. Card data is entered only on the secure page of the provider. You never see it.

The customer can also download the PDF, print it or ask you a question from the same page.

After the payment

The invoice is marked as paid automatically. The payment appears under Payments → Transactions and on the invoice. The customer receives a receipt. A provider fee is booked as an expense, so the accounts match the bank.

Alongside the QR bill

Online payment and the Swiss QR bill are not alternatives. An invoice can carry both. See The Swiss QR bill.