How do I get paid by card?
Set up card payments once, in Settings → Getting paid. Then your clients can pay every invoice by card, from the link you send.
- Open Settings → Getting paid, and choose Card payments.
- Choose your bank and type your account number (bank transfer set up already? Its account is chosen for you), check the name on the account, and choose Personal or Business.
- Add your ID number (no ID number? Use your passport; a business, its registration number): your bank checks the account is yours.
- Choose Connect card payments (Connect bank account on the app, or Turn on card payments with your bank transfer account). Card payments are on straight away.
When a client pays
- Your invoice’s link has a Pay button.
- From R20,000, your client signs before they pay.
- When they’ve paid, the invoice marks itself paid, your client gets a receipt from your business (if they have an email address), and you get an email: You’ve been paid.
Each card payment has the card company’s fee and ours (ours is lower on Pro); Card payments says both before you set it up. On an unpaid invoice, and on a quote, “Paid by card, you get” says about what reaches your bank (a quote’s says its deposit’s too, and while you write one, the line under the total says it as you go); once it’s paid, its payment shows the exact fees. It shows only once card payments are set up. Your client only ever sees the total. Only the owner and admins can set up card payments.
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