Payments, deposits, credits, and refunds
How do I set fees for a payment method?
Set a fee for a specific payment method and review how it affects the buyer’s total.
How do payment fees affect the customer's total?
The amount a customer sees can change when they select a payment method that carries a fee.
How do I allow partial payments on an invoice?
Let the customer choose a payment amount, with an optional minimum.
How do I split an invoice into scheduled payments?
Set each installment’s due date and amount, then check the full amount is allocated.
How do I choose a default payment method for invoices?
Choose which connected payment methods new invoices offer. You can still make a different choice on one invoice.
How do I add bank transfer instructions to an invoice?
Show customers how to pay by bank transfer without recording money before it arrives.
How do I set up my business's payment methods?
Set up a payment method for your business, then make it available on the documents that should offer it.