How customers pay by card

With Stripe set up, every invoice’s page has a Payment box:

1. Your customer opens the link and sees what is left to pay.
2. They tap Pay and pay on Stripe’s secure page, in your currency.
3. The money goes straight to your Stripe account. The invoice shows the payment, and Paid when nothing is left.

Quotebird emails the customer a receipt. Stripe can send its own receipt too; turn that off in your Stripe settings if you don’t want two.

Payment notifications

In the app: Settings → Get paid online → Notify me when a customer pays

Your phone tells you Payment received with the amount. The notification never shows who paid.

When a payment is held

In some places the law doesn’t let you take payment while the customer can still cancel, or before the work is done. The customer’s page then says when they can pay, for example You can pay online from 21 November, once the time to cancel is over.

• When the time to cancel ends, the payment opens by itself and the customer gets an email with the link.
• Where payment waits until the work is done, it opens when you send the final invoice.

The invoice’s Payments section shows when it opens. The law means no money before that day, so Record payment asks first for a cash, cheque or transfer payment received earlier. See The right to cancel.

Quebec

Before the work is done, a Quebec contract made at a distance can be paid by credit card only. The page says so and takes credit cards alone.

Customers without a card

Your payment details print on every invoice, so customers can pay by bank transfer or your own link.