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Watch the video or scroll down for step-by-step instructions

 

Tiers: All

 

 

 


 

Step-by-step instructions

 

1. Select Settings > Payments.

 

2. Under Payment Types, turn ON which online payment(s) you will accept.

 

3. If you want to send payment confirmation emails to your customer turn ON Payment Receipt Email Settings. 

 

4. Complete the payment confirmation email fields.

 

5. Turn ON Display Memo/Note text entered when a payment is added.

 

6. Click Save when finished.

 

  • Click Email Preview to send a test invoice email to yourself.

 

 

Last updated on November 8, 2024

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