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Getting paid
Card payments, receipts and refunds.
- Get paid online with PayFastThis guide takes you from no online payments to a client pressing Pay and the invoice marking itself paid. You will connect your PayFast account, make a small test payment, and then go live. Allow about 15 minutes.
- Record a payment, a part payment or a refundNot every client pays by card. This guide shows how to record an EFT or cash payment, how part payments work, and how to correct a mistake without losing your records.
- Send statements and chase overdue invoicesLate payers cost you time. This guide shows how to send a statement, how to send a reminder by hand, and how to let the app chase overdue invoices for you.
- How do I record a payment?Open the invoice, scroll to Payments, enter the amount and date, and tick Email the client a receipt if you want one sent. Part payments leave the invoice open with the balance showing. Paying the full balance marks it paid.
- How do I accept card payments?In Settings, Payment receipts and online payments, add your PayFast merchant details, your Yoco secret key and/or your Stitch Express client ID and secret. Sent invoices then show a pay button on the client's link. Start in…
- A client paid online. What happens?The payment is recorded on the invoice, the invoice is marked paid when the balance reaches zero, and a receipt is emailed if you have receipts switched on. You will see it under "New since you last looked" in the bell.