Enable Payments

Prerequisites

• Pay extension enabled
• Stripe account configured
• Invoice sync active

Step 1: Enable Pay Extension

1. Navigate to Settings > Extensions
2. Enable Pay extension
3. Complete configuration

Step 2: Connect Stripe

1. Navigate to Settings > Payments
2. Click Connect Stripe
3. Complete Stripe OAuth flow
4. Verify connection

Step 3: Configure Payment Options

Payment Methods

Enable supported payment methods:

• Credit/Debit cards
• ACH bank transfer
• Other (varies by region)

Partial Payments

Configure partial payment rules:

• Allow/disallow partial payments
• Minimum payment amounts
• Maximum payment amounts

Step 4: Test Payments

1. Create a test invoice
2. Process a test payment
3. Verify payment recorded
4. Check Stripe dashboard

Customer Experience

After setup, customers can:

1. View open invoices
2. Select invoices to pay
3. Enter payment details
4. Receive confirmation

Next Steps

• Payment Reconciliation