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Getting Paid Online

In this article you’ll learn how to offer your clients a variety of online payment options, as well as how to customize their online payment form.

Your clients will enjoy a fast and friendly online payment experience with convenient payment forms and calls-to-action.

You get paid faster by giving your clients the freedom to pay through 5 different payment platforms and options.

Get paid by sending a payment link

Sending your clients a payment link is the simplest and most flexible way for you to collect payments from your clients online.

To send a direct payment link via email follow these steps:

Step 1: Go to any of the tabs under the Payments page on your main menu.

Step 2: Click New > Send payment link.

Step 3: Select your client from the client list, and fill out the payment details.

Step 4: Click Send to complete the invitation.

Sending your clients a payment link is the simplest and most flexible way for you to collect payments from your clients online.

Note: You can also grab your direct payment link and embed it as a button on your website, or as a hyperlink in your email signature. To grab your payment link, go to Online Presence > Client Portal. From the Client Portal page, click on the Create Direct Links button, and choose the Pay link from the menu.
Important: The direct payment link option is not linked to a specific booking or invoice. It is designed to allow you to request payments for custom amounts and services, for example, if you are billing for a combination of services or products. See Tip below for more.
Tip: If you are requesting payments for booking-based services that you have scheduled, issuing an invoice will create a smoother and more organized payment experience. See the following section to learn how.

Get paid by sending an electronic invoice 

With online payments, clients can pay directly from an invoice you send them. Simply send a payment reminder from an existing invoice. Here’s how:

Go to your client’s Client Card, navigate to their Payments tab, click on Overdue or Open payments, and click .
From here, you can send a reminder. See below:

Tip: Use the right-hand Filter view you to filter to for payments that have an invoice. Simply check on the Has Invoice checkbox.
Note: You can also send a payment reminder from your main Payments > Booking & Invoices tab by following the steps above.

Once you issue and send your client an invoice, they will receive a notification email, complete with a Pay call to action.

The Pay link on the invoice takes them immediately to checkout. See image below:

If you have enabled partial payments in your Payment Settings, clients can even pay their invoice in installments.

Learn more:  To learn more about issuing and sending invoices to your clients, go to the Creating and Sending Invoices and Estimates article.

Self-service: get paid through the client portal

Even if your client didn’t see your invoice or forgot to pay, they can always view their outstanding payments in their Client Portal account.

All they have to do is go to your client portal, log in to My Account, and click on Payments:

From their Payments page, your client can simply click on any pending payment in the list and settle their payment through a Pay button, on the spot.

Self-service: get paid through website widgets

If you have embedded widgets on your website, clients can make payments right from your website.

To start accepting payments from your website, go to Settings > Online Presence > Website Widgets.

Then choose the client portal widget, and check the Make Payment action in the widget editor, as shown here:

Learn more: To learn more about how to set up your website, visit the Business & Web Pages article.

Get paid at the time of booking

Requesting payment at booking is a very convenient and reliable way to ensure you get paid for your services.
Here’s how you make sure clients pay upfront for an appointment or service:

Step 1: Go to your Settings tab in your main menu and click on My Services.

Step 2: Select any service for which you want to create this payment requirement.

Step 3: Scroll down to Price, and click on the Service fee options drop-down menu.

Step 4: Select Paid - Require to pay at booking.

Step 5: Enter your desired Fee for the service, and click on Done to save your settings.

Note: You can also require payment at booking on a case-by-case basis, anytime you create a new appointment or event.
Note: If you’ve chosen to accept payments in other currencies (i.e., multiple currencies) in your Payments Settings, you will also be able to select your desired currency for this service.

Learn more: Learn how to customize the information your clients fill out when they make a payment online by visiting the Online Payment Forms and Payment Experience article.

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