Setting Up Online Payments
Connect your bank account securely to start accepting credit card payments directly from your invoices.
Before you start, have these ready:
? Your Business Bank Account details (Sort Code & Account Number)
? Company Registration Number (if applicable)
? Mobile phone (for security verification)
Part 1: Connecting Your Account
1
Navigate to API Settings
Log in to your CRM dashboard and go to:
Settings > Company Settings > API
This is the secure control panel where you manage third-party integrations.
2
Click "Stripe Setup Account"
Click this button to begin the secure onboarding process.
3
Complete the Verification Form
You will be redirected to a secure Stripe page. This form is a banking requirement (KYC) to prevent fraud.
- Business Details: Enter your address and industry.
- Payout Details: Enter the bank account where you want to receive your money.
- Verification: Stripe may text a code to your mobile phone to verify your identity.
Note: You are not creating a new bank account; you are simply linking your existing one so Stripe knows where to send your funds.
4
Configuration: Automate Receipts
Once connected, you will see a checkbox labelled Automate Receipts. This setting controls how payments affect your CRM records.
- Checked (Recommended): The system will automatically add a receipt to the job and mark the invoice as "Paid" immediately.
- Unchecked: The system will take the payment but leave the invoice as "Unpaid" in the CRM.
Which one should I choose?
This is entirely a personal preference. If you use accounting software (like Xero or QuickBooks) with a Bank Feed, you may prefer to update receipts via that method. However, enabling Automate Receipts will not affect your accounting sync; it simply ensures your CRM dashboard is updated instantly.
5
Success!
Once you submit the form, you will be redirected back to the CRM. The API page will now show a green status:
Account Connected
You are now ready to accept payments.
Part 2: How It Works for Your Customers
Now that you are connected, the system automatically upgrades your invoices.
1
Automatic "Pay Now" Buttons
Every PDF invoice you generate will now include a Payment Zone with a clickable link and a QR code. You do not need to do anything extra—it happens automatically.
2
Instant Payment Updates
If you enabled Automate Receipts, three things happen instantly when a customer pays:
- The money is routed to your Stripe account (and then to your bank).
- The Invoice in your CRM is marked as PAID.
- The "Amount Due" is updated to 0.00 to prevent double payments.