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Setting up payment options for invoices

Get Paid and Online Bookkeeping's invoicing option allows you to accept credit cards online through either PayPal® or Stripe®.

If you're using PayPal:

  • You don't need a merchant account; you can use your personal account to send and accept payments.
  • You don't need to select Taxable on your invoice template because PayPal already charges your customers tax.

To Set up Payment Options

  1. Log in to your Get Paid and Online Bookkeeping account.
  2. Click Manage, and then click Invoice Settings.
  3. In the Payment Integrations area, update the information, and then click Update.

For more information on invoicing, see Getting started with invoicing.

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