Accept Debit and Credit Card Payments

Stripe Payments Processor

Invoice2go has partnered with Stripe, a PCI Service Provider Level 1 payment processor, to allow you accept debit and credit card payments on invoices you send to your customers. From your Stripe account, you can access information like incoming transactions, their associated payment ID number and when they will be deposited into your bank account.

Once you have turned payments on, you will need to link your bank account with Stripe before you can accept any card payments. Stripe requires your bank information to validate your business, deter fraud and comply with government regulations. If you have a PayPal business account with a bank account setup, you may provide this information as your bank information.

If your Invoice2go email is already registered with a Stripe account, the app will prompt you to connect your Stripe account by signing in with your current Stripe login credentials.

Turning on Payments

All Invoice2go subscriptions have the ability to accept debit or credit card payments on invoices. It's easy to start accepting online payments:

  1. Toggle on payments
  2. Link your Stripe account 
  3. Have your customers pay you online!

You can turn on payments either from settings under client payment options, or at the invoice level. We recommend you keep payments enabled at the account level and turn it off at the invoice level for particular jobs where you want your customers to pay with cash or check.

 

Linking Your Stripe Account

If you are enabling payments for the first time, you will be prompted to set up direct deposit by setting up a Stripe account. Invoice2go has partnered with Stripe to help process and securely manage your customer’s online payments and allow your money to be automatically deposited into your bank account. If the account email you used to sign up for Invoice2go is already registered with a Stripe account, you won’t need to create a new one — just log in to your existing Stripe account with your current Stripe credentials.

Once you have set up your Stripe account and start receiving online payments from your customers, Stripe will process your funds and should deposit them into your bank account within 7 business days of the transaction. *Please note that the first transaction you receive will take at least 7 business days to transfer, which is a necessary holding period for compliance with anti-money laundering regulations and to reduce the risk of fraud.

There is a fee per transaction. Fees vary by subscription plan type and location. To see the exact rates for your plan, see this article.  

iOS and Android

  1. Tap on the Profile Icon in the upper right corner of the home screen
  2. Tap on Client payment options
  3. Tap on Accept card payments
  4. From the "Accept card payments” message, tap on Connect with Stripe
    • If your account email you used to sign up for Invoice2go is already registered with a Stripe account, then sign into Stripe with your Stripe login credentials to link your bank account
  5. Enter your company information and bank details on the Stripe account registration form
  6. Tap on Done
    • Once the form is completed, you will be prompted with a page on the app letting you know that Stripe is currently reviewing your application. Once approved, you can toggle on Accept card payments in the settings, or toggling on Stripe on the payment methods at the invoice level. 

Web

  1. Click on your Company name in the upper right corner
  2. Click on Account & settings
  3. Click on Client payment options
  4. Toggle on the option to accept Credit and debit card payments
  5. From the "Accept card payments” message, click on Connect with Stripe
    • If your account email you used to sign up for Invoice2go is already registered with a Stripe account, then sign into Stripe with your Stripe login credentials to link your bank account
  6. Enter your company information and bank details on the Stripe account registration form
  7. Click Done
    • Once the form is completed, you will be prompted with a page on the app letting you know that Stripe is currently reviewing your application. Once approved, you can toggle on Accept card payments in the settings, or checking on Stripe on the payment methods at the invoice level.

 

Country Availability

 Available Countries
 Australia
 Canada
 Ireland
 France
 Germany
 Italy
 Spain
 United Kingdom
 United States 

 

 

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