Set up a payment method for your business, then make it available on the documents that should offer it.
1. Open Payment Methods
Choose Payment Methods in the sidebar. Select the provider you use and choose Add New when an account must be connected.
2. Set up the account
Use the provider-specific fields in the form. Check the account name and whether you are connecting a test or live account. Save and review its status.
3. Choose your business defaults
Open Business Profiles → Edit → Default Payment Options for this business. Choose the methods to offer on new invoices.
4. Check a document
In the invoice editor, open Payment Methods. Enable the intended methods, save, and preview. Currency, balance, and your plan can affect what a customer sees.