What are my options for accepting payments on an invoice?

Invoice2go partners with Stripe (a credit/debit card processor), and PayPal, in order to bring you fast payment options you can accept online through your Invoice2go app. These payment options do come with standard processing fees. If you wish to accept payment on an invoice with a different option, you have many ways of doing so.

For all other options to receive payments that are not partnered through Invoice2go, you can manually add instructions on your invoice for customers to pay. Note that these options will not go through Invoice2go, and will be between you and your end-client only, so you will be responsible for managing these transactions. Some of these options that our customers use include:

  • Square Cash

  • Zelle
  • Google Wallet
  • Request a check
  • Request cash

To add specific payment instructions through these methods, you can add notes on your invoice from the Client Payment Options, as well as on individual invoices at the creation level.

Account Level: iOS and Android

  1. Tap on the Profile icon in the upper right corner of the home screen
  2. Tap/Click on Client Payment Options
  3. Tap/Click into the box for Payment Instructions
    • Here, you can describe how you wish your end-client to pay you, and leave notes on the information they need to pay you through the method you prefer

Invoice Level: iOS and Android

  1. Open the invoice you wish to add payment instructions to
  2. Below payment methods, tap on the text box that says, "If you have specific instructions around payments or deposits, enter them here."
  3. Type your payment instructions in this box, and they will then appear on the invoice under, "Payment Instructions."

Account Level: Web

  1. Click on your Account name in the top right corner
  2. Click on Account & settings
  3. Click Client payment options
  4. Under Instructions click on the text box that says, "If you have specific instructions around payments or deposits, enter them here..."
    • Here, you can describe how you wish your end-client to pay you, and leave notes on the information they need to pay you through the method you prefer
  5. Click Save

Invoice Level: Web Application

  1. Open the invoice you wish to add payment instructions to
  2. On the Create section, under the Comments and payment instructions tab, click on the blue text labeled, Add payment instructions
  3. Click on the text box that says, "If you have specific instructions around payments or deposits, enter them here."
    • Type your payment instructions in this box, and they will then appear on the invoice under, "Payment Instructions."

 

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