Payment Methods: Make It Easy for Clients to Pay You
Set up Zelle, checks, Stripe, or any other payment method so clients know exactly how to pay — right from the portal.
You've done the work. Now get paid. The Payment Methods section controls what options your clients see when they open an invoice on the portal. No payment methods configured? They see nothing — and you get phone calls asking "how do I pay you?"
Where to find it
Settings → Business Profile → Payment Methods (it's the third tab, or add ?section=payment-methods to the URL).
Free methods (no processing fees)
Each method has an enable toggle and detail fields:
Zelle — enter your recipient name and the phone or email tied to your Zelle account. Fast, free, widely used.
Check — enter "payable to" name and mailing address. Still common for commercial jobs.
Cash — add any special instructions ("exact change appreciated" or "receipt provided on site").
Bank Transfer (ACH) — bank name, account holder, routing number, account number, account type (checking or savings). Good for large commercial invoices.
Digital methods (optional fees)
PayPal — your PayPal email and optional PayPal.me link. You can toggle "pass processing fee to client" and set the percentage.
Venmo — your Venmo username and link. Same fee pass-through option.
Cash App — your $cashtag. Same fee options.
Stripe (credit/debit cards) — click "Connect with Stripe" to set up your Stripe account. Once connected, clients can pay by card directly from the portal. You can pass the processing fee (default 2.9% + $0.30) to the client or absorb it.
Choose a preferred method
At the bottom, pick your preferred payment method from a dropdown of everything you've enabled. This method appears first and highlighted on invoices and the portal.
Automation settings
At the top of the section, three useful toggles:
Auto-send invoice when quote is accepted — saves you a step.
Hold large invoices for review — set a dollar threshold. Above that amount, the invoice waits for your approval instead of auto-sending.
Automatic reminders — the system sends gentle nudges on day 3, 7, and 14 for unpaid invoices, and day 3 and 7 for unanswered quotes.
What clients see
On the portal, when a client opens an invoice, they see your enabled payment methods with all the details you entered — Zelle info, mailing address for checks, a "Pay with Card" button for Stripe. They pick the method and either pay online or confirm they've sent payment.
Quick tip
Enable at least two methods. Some clients prefer Zelle, others want to write a check. More options means faster payments.
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