How to take card payments with Pay now

Steps

1. Open Account and find the Get paid online card.
2. Select Connect with Stripe. You are taken to Stripe in the same window to finish setup.
3. Give Stripe what it asks for: your business type, name and address, a website or a short description of what you sell, a bank account for payouts and your tax ID if you have one.
4. Back on InvoiceTools, the card shows your status: Not connected, Setup not finished, Stripe is verifying, Payouts paused or Disconnected. When setup is complete, the card says Pay now is on for your shared documents.
5. Send invoices as tracked links. Clients who open one see the payment button. See send as a link.

Payment methods

Pay now works on invoices in US dollars. Clients can pay by card or wallet, such as Apple Pay and Google Pay, or by US bank transfer. Once the card is active it lists each method with a switch, so you choose what clients see.

Fees

You pay the fees and your client pays exactly the invoice total. InvoiceTools takes 1.3% of card payments on Free, 0.8% on Pro and 0.3% on Business, and 0.5%, 0.4% or 0.25% of bank transfers, capped per payment at $5, $4 or $3. Stripe adds its own processing fee, about 2.9% + $0.30 for cards and 0.8% (max $5) for bank transfers. The pricing page has the full table.

Payouts and switching off

The first payout can take 7 to 14 days, then usually about 2 business days. Stripe may review a new account, and only Stripe can end that review. To stop taking payments, disconnect Stripe on the same card. Shared documents stay readable and show no Pay button, and your Stripe account is not closed.

Common problems

• My client sees no Pay button.

  See client cannot pay online.