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Setting up Payments: Currency & Payment Processors

In this article, you’ll learn how to set up your payment settings by doing the following:

1. Setting your currency preferences.

2. Connecting to one or more payment processors.

Once your currency and payment processors are set up right for you, you can start accepting payments online, charging credit cards, and recording payment transactions offline.

Your default currency

The default currency you set will be used for your services, invoices, estimates, and online payments.

Here’s how you set your default currency:

Step 1: Go to Settings > Payments on your main menu, and then go to the Payment Processing tab.

Step 2: Under Select your currency, select your desired currency from the Default currency dropdown.


Step 3: Click Save to save your preference.

Important: Make sure that the currency you select is supported by the payment processor you connect with. For example, PayPal does not accept ZAR. You also need to make sure the payment processor you choose is supported in your location of business. For example, Square is available only in select locations. 

Accepting multiple currencies

You may want to receive payments in other currencies besides the default currency you set, or to offer services in different currencies. For example, if your business works with clients from multiple countries.

Here’s how you enable multiple currencies in your account:

Step 1: Go to the Select your currency section described above.

Step 2: Under the Default currency setting, check the box next to My business may accept payments in other currencies.

Step 3: Click Save to save your changes.

Note: Once you enable multiple currencies, a currency dropdown field will appear when you are creating or editing services, invoices, and estimates. Make sure to select the appropriate currency at that time, if you do not want the default currency used. See image below.

Important: When using Square as your payment processor, you should disable this multiple currency option. You will only be able to receive payments in a single currency.

Connecting your payment processor

In order to start accepting payments through your account, you need to connect to at least one payment processor.

Here’s how you connect your account to one or several processors:

Step 1: Go to the Settings > Payments in your main menu.

Step 2: Scroll down to Choose your preferred payment methods, click Connect under your desired payment processor.


Note: If you do not have an existing account with one of the credit card processors, click Sign Up to create one.
Note: For PayPal, you do not need an account to connect. Simply provide an email address, and you will be instructed to sign up after receiving a payment.

Step 3: If you connect to more than one credit card processor, you need to make one of them active by clicking on the appropriate radio button.

The image below displays an account that is  connected to
Square, Stripe & PayPal. Stripe is selected as the active processor for credit card payments:

mceclip1.png

Step 4: Click Save on top to save your settings.

Note: In the example you see above, your client will have the option of paying either with Square or PayPal at checkout.
Note: For information on how your currency affects online payments and charges, see the Currency sections at the beginning of this article.
Learn more: For detailed information on your different payment processing options, go to the Accepting Online Payments article.
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