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Take payments, send invoices and quotes

Connect Stripe, then get paid by invoice, link, text, at booking or online, and handle refunds.

1 Start here: Connect Stripe to take payments
01

Set up

Do this once.

104

Connect Stripe to take payments

Link your Stripe account so invoices, payment links, bookings and stores can charge cards.

  1. 1Open payment integrations
  2. 2Sign in to Stripe
  3. 3Test mode first
5 min · 3 steps
45worth knowing

How the wallet works

Texts, calls, email and AI are paid from a prepaid balance. Here's how it fills, drains and tops up.

  1. 1It's a prepaid balance
  2. 2What drains it fastest
  3. 3Auto top-up keeps it running
4 min · 5 steps
43

Usage charges, explained

Why texts, calls, email and AI show up as usage, and where to see your balance.

  1. 1What usage is
  2. 2See the rates
  3. 3Check your balance
3 min · 4 steps
02

Get paid

Pick how the customer pays.

106

Send a quote (estimate) customers can accept online

A professional quote they approve with one click, that turns into an invoice.

  1. 1Create the estimate
  2. 2Add a clear note
  3. 3Send it
10 min · 4 steps
19

Send an invoice

Pick the customer, add the work, send it by email or text and get paid by card.

  1. 1Start an invoice
  2. 2Pick the customer and dates
  3. 3Add the work
5 min · 5 steps
21

Create a payment link

A link customers tap to pay, for anything you sell. Share it anywhere.

  1. 1Open Payment Links
  2. 2Choose what it's for
  3. 3Copy and share
5 min · 3 steps
23

Get paid by text in the middle of a chat

Send a pay-now link right inside the conversation. They pay from their phone.

  1. 1Open the conversation
  2. 2Choose Text2Pay
  3. 3Send it
3 min · 4 steps
02cuts no-shows

Take a deposit when someone books

Ask for a deposit or full payment up front so no-shows cost them, not you.

  1. 1Connect your payment account
  2. 2Open your calendars
  3. 3Edit the calendar
10 min · 5 steps
55

Sell products online

Add your products and put them in a simple online store.

  1. 1Add your products
  2. 2Create the store
  3. 3Add products and payments
40 min · 4 steps
54

Create a discount code

A code customers type at checkout for a percentage or dollars off.

  1. 1Start a coupon
  2. 2Set the code and discount
  3. 3Limit it if you want
5 min · 4 steps
03

After the sale

Refunds and records.

105

Refund a payment

Give money back, in full or in part, from the transaction.

  1. 1Find the payment
  2. 2Refund
  3. 3Subscriptions
2 min · 3 steps
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See every screen

Real screens with every button numbered and explained.

Calendar settings: Payments13 buttons explained