Invoice Payments

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

Setting Up Payments

Connect a payment provider to accept online payments:

1. Go to Settings → Payments
2. Choose your provider (Stripe recommended)
3. Connect your account
4. Enable online payments

How It Works

1. You send an invoice
2. Client clicks View Invoice
3. Client clicks Pay Now
4. Enters 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

Payment Methods

Depending on your setup, clients can pay via:

• Credit/debit card
• Bank transfer
• Other methods

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 your provider
• YardPilot never stores card details
• PCI compliant