Take payment online
Let a customer pay an invoice from the invoice itself.
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
- Open the payment settings and switch on the payment providers you have an account with.
- Enter the provider's credentials there. They are stored in the settings, never on an invoice.
- Decide which payment methods are allowed per customer or per invoice, if you do not want all of them everywhere.
- Send an invoice as usual — it now carries a payment link.
- When the customer pays, the invoice is marked paid automatically and the payment appears under CRM → Sales → Payments.
Alongside the QR bill
Online payment and the Swiss QR bill are not alternatives. An invoice can carry both: the QR payment part for a bank transfer, the link for a card. See The Swiss QR bill.
Fees and reconciliation
- Provider fees are a cost like any other — book them as an expense so the accounts match the bank.
- Check that the payment method on the recorded payment matches the account the money really landed in.
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