[{"data":1,"prerenderedAt":497},["ShallowReactive",2],{"help-\u002Fhelp\u002Frequest-a-payment":3,"help-related-\u002Fhelp\u002Frequest-a-payment":442},{"id":4,"title":5,"body":6,"category":430,"description":431,"extension":432,"meta":433,"navigation":434,"order":435,"path":436,"product":437,"seo":438,"stem":439,"updated":440,"__hash__":441},"help\u002Fhelp\u002Frequest-a-payment.md","Request a payment or send an invoice",{"type":7,"value":8,"toc":413},"minimark",[9,13,25,30,33,49,53,94,104,108,118,122,183,202,205,208,212,241,245,252,263,267,284,290,294,300,304,313,316,320,326,345,348,352,366,370,384,388,396],[10,11,12],"p",{},"When you've quoted a job or booked a visit, you can ask the customer to pay online. They get a short email from your business, or you send them the link yourself. They pay by card on Stripe's checkout, and the money goes straight into your own Stripe account. We take no cut.",[10,14,15,16,20,21,24],{},"You can ask for ",[17,18,19],"strong",{},"one amount",", like \"Patio deposit, $500\", or send an ",[17,22,23],{},"invoice"," with line items: several things on one bill, or hours at a rate. An invoice gets a number, can carry sales tax, a due date and notes, and your customer can look it over and save a PDF.",[26,27,29],"h2",{"id":28},"before-you-start-connect-stripe","Before you start: connect Stripe",[10,31,32],{},"Payments go to your Stripe account, so it has to be connected first. It's the same connection the online store and paid bookings use, so if you've connected Stripe for those, you're ready.",[10,34,35,36,39,40,43,44,48],{},"Otherwise, click ",[17,37,38],{},"Payments"," in the left menu, then ",[17,41,42],{},"Connect Stripe",", and follow Stripe's steps. Only the account owner can connect it. See ",[45,46,42],"a",{"href":47},"\u002Fhelp\u002Fconnect-stripe#connect-stripe",".",[26,50,52],{"id":51},"ask-someone-who-wrote-to-you-or-booked","Ask someone who wrote to you or booked",[54,55,56,67,73,84],"ol",{},[57,58,59,60,63,64,48],"li",{},"Open their message in ",[17,61,62],{},"Inbox",", or their booking in ",[17,65,66],{},"Bookings",[57,68,69,70,48],{},"Click ",[17,71,72],{},"Request a payment",[57,74,75,76,79,80,83],{},"Enter the ",[17,77,78],{},"Amount"," and ",[17,81,82],{},"What it's for",", like \"Patio deposit\". They see these in the email and at checkout.",[57,85,86,87,90,91,48],{},"Leave ",[17,88,89],{},"Email it to them"," on, and click ",[17,92,93],{},"Send the request",[10,95,96,97,100,101,48],{},"The request then shows on the message or booking, with where it stands: ",[17,98,99],{},"Waiting"," until they pay, then ",[17,102,103],{},"Paid",[26,105,107],{"id":106},"ask-anyone-else","Ask anyone else",[10,109,69,110,112,113,115,116,48],{},[17,111,38],{}," in the left menu. Under ",[17,114,72],{},", enter their name and email, the amount and what it's for, and click ",[17,117,93],{},[26,119,121],{"id":120},"send-an-invoice-with-line-items","Send an invoice with line items",[54,123,124,135,141,156,167,178],{},[57,125,69,126,128,129,131,132,134],{},[17,127,38],{}," in the left menu, and under ",[17,130,72],{}," enter their name and email. (Or start from a message in ",[17,133,62],{}," or a booking, as above: there's no button to click first, the form is already open.)",[57,136,137,138,48],{},"Turn on ",[17,139,140],{},"Add line items",[57,142,143,144,147,148,151,152,155],{},"For each line, type what it is, the ",[17,145,146],{},"quantity",", a unit word if you like, and the ",[17,149,150],{},"price of one",". For 3.5 hours at $80, enter \"Consulting\", 3.5, \"hours\" and 80. The line's total shows beside it. Click ",[17,153,154],{},"Add a line"," for the next, up to 30 lines.",[57,157,158,159,162,163,166],{},"If you charge sales tax, type your rate under ",[17,160,161],{},"Sales tax",", like 8.25. Each line then has a ",[17,164,165],{},"Taxable"," box, on to start with. Untick it for things you don't charge tax on, like labor. The subtotal, tax and total update as you type.",[57,168,169,170,173,174,177],{},"Pick a ",[17,171,172],{},"Due date"," if you want one, and add ",[17,175,176],{},"Notes",", like your payment terms.",[57,179,69,180,48],{},[17,181,182],{},"Send the invoice",[10,184,185,186,189,190,193,194,197,198,201],{},"Your customer gets an email with the invoice number, the due date and the total, and a ",[17,187,188],{},"View invoice and pay"," button. It opens the invoice: your business details, each line, the tax and the total, with a ",[17,191,192],{},"Pay"," button and a ",[17,195,196],{},"Download PDF"," button. You can leave ",[17,199,200],{},"Title (optional)"," blank, and the invoice is named by its number, like INV-0001.",[10,203,204],{},"Invoice numbers count up for your business and are never reused. A request for one amount has no number.",[10,206,207],{},"An invoice is paid in one payment. Paying half now and half later on the same invoice isn't available yet. To split a bill, make two requests, like a deposit now and the balance later.",[26,209,211],{"id":210},"save-your-usual-tax-rate-terms-and-address","Save your usual tax rate, terms and address",[10,213,214,215,217,218,221,222,224,225,228,229,232,233,236,237,240],{},"Under ",[17,216,38],{},", open ",[17,219,220],{},"Invoice details",". Type your usual ",[17,223,161],{}," rate, how many ",[17,226,227],{},"days until an invoice is due",", ",[17,230,231],{},"notes"," to print on every invoice, and ",[17,234,235],{},"your details",": your address, phone or tax ID, printed under your business name. Click ",[17,238,239],{},"Save invoice details",". Each new invoice starts from these, and you can change any of them on the invoice itself.",[26,242,244],{"id":243},"due-dates-and-reminders","Due dates and reminders",[10,246,247,248,251],{},"If you pick a due date and send the invoice by email, ",[17,249,250],{},"Remind them on the due date"," is on. They get one reminder email that morning, from about 9 a.m. your time, saying the invoice is due today, if it hasn't been paid. It counts as one of the 3 emails a request can have. If you only copy the link, no reminder is sent.",[10,253,254,255,258,259,262],{},"An unpaid invoice past its due date shows ",[17,256,257],{},"Overdue"," in your list, and in ",[17,260,261],{},"Needs you"," on your dashboard. We don't email you about it.",[26,264,266],{"id":265},"send-the-link-yourself","Send the link yourself",[10,268,269,270,272,273,276,277,280,281,283],{},"Turn off ",[17,271,89],{}," and click ",[17,274,275],{},"Make the link",". Click ",[17,278,279],{},"Copy link"," and paste it into a text message or your own email. The link opens a page with what it's for, the amount and a ",[17,282,192],{}," button, or the whole invoice.",[10,285,286,287,289],{},"Every waiting request has ",[17,288,279],{}," in the list too.",[26,291,293],{"id":292},"their-language","Their language",[10,295,296,297,299],{},"If your site has a Spanish version, choose ",[17,298,293],{},". Customers who wrote to you or booked from your Spanish pages start with Spanish. The email, the payment page, the invoice and its PDF, and Stripe's checkout are all in that language. What you typed, like line descriptions and notes, stays as you wrote it.",[26,301,303],{"id":302},"when-they-pay","When they pay",[10,305,306,307,309,310,312],{},"You get an email saying who paid and how much, and the request shows ",[17,308,103],{},". The invoice page then shows ",[17,311,103],{}," and the date, and your customer can still download the PDF. Stripe emails them a receipt. Stripe pays the money out to your bank on your usual payout schedule.",[10,314,315],{},"If they somehow pay twice (say, from two browser tabs), the second payment is refunded on its own.",[26,317,319],{"id":318},"remind-them-change-it-or-cancel-it","Remind them, change it, or cancel it",[10,321,322,323,325],{},"In ",[17,324,38],{},", each waiting request has:",[327,328,329,335],"ul",{},[57,330,331,334],{},[17,332,333],{},"Email it again",": sends it once more, marked as a reminder. A request can be emailed 3 times in all, the first email and the due-date reminder included.",[57,336,337,340,341,344],{},[17,338,339],{},"Cancel request"," (or ",[17,342,343],{},"Cancel invoice","): the link stops taking payments. The invoice page shows it as canceled. Only a waiting request can be canceled; to give money back after it's paid, refund it in Stripe (see below).",[10,346,347],{},"An invoice can't be edited once it's made, because your customer may already have it open. If something is wrong, cancel it and make a new one. A canceled invoice keeps its number, so there's never a gap you can't explain.",[26,349,351],{"id":350},"refunds","Refunds",[10,353,354,355,358,359,362,363,48],{},"Refunds are made in your Stripe dashboard: find the payment, and choose ",[17,356,357],{},"Refund",". A full refund shows as ",[17,360,361],{},"Refunded"," in Payments; part of one shows as \"Paid, $100.00 refunded\". See ",[45,364,42],{"href":365},"\u002Fhelp\u002Fconnect-stripe#refund-an-order",[26,367,369],{"id":368},"limits","Limits",[327,371,372,375,378,381],{},[57,373,374],{},"From $1 to $20,000 a request. For an invoice, that's the total with tax.",[57,376,377],{},"Up to 30 lines on an invoice, and a quantity from 0.01 to 9,999.99.",[57,379,380],{},"Up to 50 requests a day.",[57,382,383],{},"Not here yet: partial payments or a deposit and balance on one invoice, discounts, and invoices that repeat. For now, make two requests, or use invoicing in your Stripe dashboard or your accounting software.",[26,385,387],{"id":386},"what-it-costs","What it costs",[10,389,390,391,395],{},"Payment requests and invoices come with the Business plan, the Payment requests add-on ($2 a month) or the Online store add-on. See ",[45,392,394],{"href":393},"\u002Fhelp\u002Fbusiness-plan","The Business plan",". Stripe charges its usual card fee on each payment; we take nothing.",[10,397,398,399,228,402,228,406,228,409,48],{},"Related: ",[45,400,42],{"href":401},"\u002Fhelp\u002Fconnect-stripe",[45,403,405],{"href":404},"\u002Fhelp\u002Ffollow-up-leads","Follow up on leads",[45,407,66],{"href":408},"\u002Fhelp\u002Fbookings",[45,410,412],{"href":411},"\u002Fhelp\u002Fask-for-reviews","Ask customers for reviews",{"title":414,"searchDepth":415,"depth":415,"links":416},"",2,[417,418,419,420,421,422,423,424,425,426,427,428,429],{"id":28,"depth":415,"text":29},{"id":51,"depth":415,"text":52},{"id":106,"depth":415,"text":107},{"id":120,"depth":415,"text":121},{"id":210,"depth":415,"text":211},{"id":243,"depth":415,"text":244},{"id":265,"depth":415,"text":266},{"id":292,"depth":415,"text":293},{"id":302,"depth":415,"text":303},{"id":318,"depth":415,"text":319},{"id":350,"depth":415,"text":351},{"id":368,"depth":415,"text":369},{"id":386,"depth":415,"text":387},"Editing your site","Ask a customer for a deposit or a payment, or send an invoice with line items, sales tax and a due date. They pay by card, straight into your Stripe account.","md",{},true,72.7,"\u002Fhelp\u002Frequest-a-payment","business",{"title":5,"description":431},"help\u002Frequest-a-payment",null,"l--TVY9x5_iYT1SOOUpMtNgKT0vUlb2_ytED2-SWBig",[443,446,447,450,453,456,459,460,463,466,469,471,474,477,480,483,486,489,492,494],{"path":444,"title":445},"\u002Fhelp\u002Fforms-and-inbox","Forms and your inbox",{"path":404,"title":405},{"path":448,"title":449},"\u002Fhelp\u002Fimport-a-form","Bring in a form you already use",{"path":451,"title":452},"\u002Fhelp\u002Fcustomers","Customers",{"path":454,"title":455},"\u002Fhelp\u002Fcontacts-list","Your email list",{"path":457,"title":458},"\u002Fhelp\u002Fsend-a-newsletter","Send a newsletter",{"path":411,"title":412},{"path":461,"title":462},"\u002Fhelp\u002Fsigned-forms-and-waivers","Signed forms and waivers",{"path":464,"title":465},"\u002Fhelp\u002Fclass-packs","Class packs",{"path":467,"title":468},"\u002Fhelp\u002Fask-us-chat","Ask us chat",{"path":408,"title":470},"Take bookings on your site",{"path":472,"title":473},"\u002Fhelp\u002Fcheck-in","Check people in with a QR code",{"path":475,"title":476},"\u002Fhelp\u002Fgift-cards-and-coupons","Gift cards and coupons with a QR code",{"path":478,"title":479},"\u002Fhelp\u002Fto-dos","Keep your team's to-dos in one list",{"path":481,"title":482},"\u002Fhelp\u002Fbusiness-without-a-website","Take bookings without a website",{"path":484,"title":485},"\u002Fhelp\u002Freservations","Take restaurant reservations on your site",{"path":487,"title":488},"\u002Fhelp\u002Fbooking-calendar","Connect your calendar to bookings",{"path":490,"title":491},"\u002Fhelp\u002Ftake-payments","Take payments with payment links",{"path":401,"title":493},"Turn on the online store and connect Stripe",{"path":495,"title":496},"\u002Fhelp\u002Fnewsletter-signup","Add a newsletter signup",1793740287285]