Payment methods
Choose per invoice whether clients pay by bank transfer, card, or both — and add an optional card processing fee.
For each invoice you can decide whether clients pay by bank transfer, card, or both, and optionally charge a small card processing fee. Sensible defaults cascade down so you rarely have to set this twice.
- Role
- OwnerAdminManager
Anyone manage-tier can set payment options on the invoice builder for Draft or Sent invoices. Workspace and per-client defaults are set by an Owner or Admin. Card payments themselves need Stripe connected on a Studio or Agency plan.
How defaults cascade
Payment-method settings flow from the broadest level to the most specific, each overriding the last:
Workspace → Client → Invoice.
- Workspace defaults live in Settings → Payments (
/settings/payments, Owner/Admin). - Client defaults are set per client on the client edit page.
- Invoice settings are on the invoice builder/detail Payment options card and win for that one invoice.
Set methods on an invoice
Open the invoice's Payment options
On the invoice builder or detail page, find the Payment options card. It's editable on Draft and Sent invoices (Manager and up).
Choose the methods
Allow bank transfer, card, or both. Card is only payable once Stripe is connected with Charges enabled: Yes.
Save
Save the invoice. The client sees only the methods you allow.
Card processing fee
You can add an optional card processing fee the client pays on top at payment time:
- It's a percentage greater than 0, up to 10%.
- It's recorded on the payment and never changes the invoice total.
- The client only pays it when they choose to pay by card.
Set a default fee in Settings → Payments, override it per client on the client edit page, or set it per invoice on the Payment options card.
The fee is separate from the invoice amount: the invoice total stays the same, and the fee is added at checkout and stored against the resulting payment.
Where to configure
| Level | Where |
|---|---|
| Workspace defaults | Settings → Payments (/settings/payments) — Owner/Admin |
| Per client | Client edit page |
| Per invoice | Invoice builder/detail Payment options card (Manager+, Draft/Sent) |
Troubleshooting
- Card isn't offered even though I allowed it. Confirm Stripe is connected with Charges enabled: Yes. See Connect Stripe.
- The fee didn't apply. The fee only applies to card payments, not bank transfers or manual entries.