Invoice Payments

Let clients pay invoices online for faster payment and less admin.

Setting Up Payments

Connect Stripe to accept online payments:

1. Go to Settings → Payments
2. Click Connect Stripe
3. Complete the Stripe onboarding
4. Verify your identity and bank details

Need help?

See Stripe Payments Setup for detailed setup instructions, verification requirements, and troubleshooting.

How It Works

1. You send an invoice
2. Client clicks View Invoice
3. Client clicks Pay Now
4. Selects a saved card or enters new card details
5. Payment is processed
6. Both parties receive confirmation

Payment is Automatic

When a client pays online:

• Payment is recorded automatically
• Invoice status updates to Paid
• Syncs to Xero (if connected)
• Client receives receipt

Saved Payment Methods (Card on File)

Clients can save their card details for faster future payments. This is especially useful for recurring customers.

Enabling Saved Cards

1. Go to Settings → Payments
2. Enable Allow clients to save payment methods
3. Acknowledge the PCI compliance checkbox
4. Save changes

Optional: Require Card on File

You can require customers to save a card before paying:

1. Enable Require card on file for portal payments
2. Customers must add a card before they can pay invoices
3. They can still choose which saved card to use

How Clients Use Saved Cards

When a client clicks Pay Now on an invoice:

1. Payment modal opens - Shows payment amount and options
2. Select a saved card - If they have saved cards, they can choose one
3. Or add a new card - Opens a secure form to add and save a new card
4. Pay instantly - No redirect required when using saved cards

Managing Saved Cards

Clients can manage their saved cards in the Portal:

1. Click their profile icon (top right)
2. Select Payment Methods
3. View all saved cards
4. Add new cards
5. Remove cards they no longer want
6. Set a default card

Payment Methods

Depending on your setup, clients can pay via:

• Credit/debit card (Visa, Mastercard, Amex)
• Saved payment methods
• Bank transfer (if enabled)

Partial Payments

If enabled, clients can pay a portion of the invoice. The remainder stays due.

Fees

Payment processing fees depend on your provider. Typically:

• Cards: ~1.75% + $0.30 per transaction

Security

• Payments processed securely by Stripe
• YardPilot never stores full card numbers
• Saved cards are tokenised via Stripe
• PCI DSS compliant