Payments

Payments help guide

The Payments section helps you create invoices, accept online payments, manage products and track payment activity. This guide starts with the basics, then explains how to use the payment tools in more detail.

What is the Payments section?

The Payments area allows you to:

Create and send invoices.
Accept online payments.
Manage products, services and transactions.
Track payment history and payment status.

This is ideal for collecting payments after appointments, consultations or purchases.

Before you start

Before using Payments, make sure you have:

Connected a payment gateway, such as Stripe.
Set up your business details, including your logo, business name and currency.
Checked your currency is set to GBP if you are a UK business.

You can usually find these settings under Settings > Payments.

Tip: Make sure your payment settings are correct before sending invoices or payment links to clients.

Step 1: Add products or services

Products and services can be added to invoices, payment links or order forms later.

To add a product or service:

Go to the Products tab.
Click + Add Product.
Enter the product or service name.
Add a description.
Enter the price.
Choose whether it is a one-time or recurring payment.
Click Save.

Step 2: Create an invoice

Invoices are useful when you want to send a client a clear payment request with a link to pay online.

To create an invoice:

Go to the Invoices tab.
Click + New Invoice.
Select the client or create a new contact.
Add an invoice title and issue date.
Add products or custom line items.
Add tax, discounts or a due date if needed.
Click Send or Save Draft.

The client will receive a branded invoice with a link to pay online.

Step 3: View and track payments

The Transactions tab helps you track payment activity and invoice status.

In the Transactions tab, you can:

See paid and unpaid invoices.
View the payment method used, such as card or Apple Pay.
Filter payments by date or contact.
Issue refunds if this is supported by your payment gateway.

Paid invoices are clearly marked, and unpaid invoices can be resent with reminders if needed.

Step 4: Use payment links

Payment links are useful when you want to collect payment without sending a full invoice.

To create a payment link:

Go to Payments > Payment Links.
Click + New Link.
Choose a product or enter a custom amount.
Copy the link.
Share it by email, SMS or on your website.

Tip: Payment links are great for deposits, quick payments, consultations or simple one-off purchases.

Step 5: Use payment automations

You can also use workflows to automate payment-related actions.

For example, you could:

Send an invoice after a booking is made.
Send a receipt or thank-you message after payment.
Send a reminder if a payment has not been completed.

You can set this up under Workflows by adding a payment-related trigger, such as Payment Received.

Quick tips

Use invoice templates to save time.
Set reminders for overdue payments.
Enable automatic receipts to improve the client experience.
Review transactions regularly for accurate reporting.
Make sure your Tax ID is added in settings if required.
Check your payment gateway settings before sending payment links or invoices.

That's it! You can now use the Payments section to send invoices, collect payments and track transactions.

Payments guide with more information

This section goes into more detail about payment gateways, invoices, payment links, tracking payments, products and payment automations.

Connecting a payment gateway

Before you can accept online payments, you need to connect a payment gateway, such as Stripe.

To connect Stripe:

Go to Settings > Integrations.
Find Stripe and click Connect.
Log in to your Stripe account or create a new one.
Authorise the connection.

Once connected, you can:

Accept credit and debit card payments.
Offer Apple Pay, Google Pay and recurring payments where available.
Track payouts from Stripe to your bank account.

Important: Only one Stripe account can be connected at a time.

Creating invoices in more detail

Invoices are useful when you want to send a clear payment request to a client.

Additional invoice tips:

You can add custom line items if your service is not listed as a product.
Use the Preview button before sending.
Change the currency if needed, such as for international clients.
You can apply a manual discount to one item or the whole invoice.
Use Add Terms to include refund policies or payment expectations.

Once sent, clients receive a branded email with a Pay Now button.

Note: Invoices cannot currently be recurring. For recurring payments, use a subscription product instead.

Payment links in more detail

Payment links are useful for quick, one-off payments or product sales.

You can:

Embed the link on your website or landing page.
Add the link to buttons.
Share the link by email or SMS.
Track who clicked the link if it is sent through automations.

Tip: For services with variable pricing, use invoices instead of payment links.

Tracking payments and invoices

The Transactions and Invoices sections include useful filters to help you stay organised.

In invoices

Filter by status, such as Draft, Sent, Paid or Overdue.
Use the Resend option to chase unpaid invoices.
Download invoices as PDF files for your records or manual sending.

In transactions

View actual payments from invoices or payment links.
Use payment records to help reconcile with your bank or Stripe dashboard.
Issue full or partial refunds directly if Stripe is connected and refunds are supported.

You may also see details such as:

Transaction ID.
Payment method used.
Customer details.
Payment date.

Using products and services

Products and services can be reused once created, making it quicker to build invoices or payment links.

When creating products, you can set:

A one-time price.
A recurring price, such as weekly, monthly or yearly.
Free trials, if enabled in Stripe.
Multiple pricing tiers for the same product, such as Basic or Pro.

Once a product has been created, you can add it to any invoice or payment link.

Automation with payments

Payment automations are more advanced, but they can be very helpful for saving time and improving the client experience.

Example payment automations include:

After payment is received, send a confirmation SMS.
After an invoice is sent, start a follow-up sequence.
If a payment fails, notify your team or send retry instructions to the client.

You can set this up under Workflows by adding a payment-related trigger, such as Payment Received or Invoice Paid.

That's it! You now have a more detailed understanding of how to use payments, invoices, products, payment links and automations.