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Payment & Invoice Settings

Connect online payments, invoice defaults, recurring billing, and reminders.

Security: This system never stores customer card numbers. Card and Cash App payments are handled on Stripe's hosted checkout. PayPal/Venmo payments are handled by PayPal. Keep secret keys private.

Business & Invoice Defaults

Stripe — Credit / Debit Cards + Cash App Pay

Use a Stripe account. Enable Cash App Pay in your Stripe Dashboard. Stripe Checkout can also show eligible wallets such as Apple Pay/Google Pay depending on your account and customer device.

PayPal + Venmo

Use a PayPal Business / Developer account. Venmo is shown only when PayPal says the customer/device is eligible.

Manual Payment Options

Use these as backup options. Staff manually confirms these payments on the invoice after the money is received.

Recurring Invoices & Automatic Reminders