Take online payments
Connect Stripe, PayPal, or Mollie so clients can pay invoices, checkout links, and bookings online.
Connect an online payment provider and clients can pay you by card the moment they open an invoice, so you get paid faster and chase less. Payments are set up in Settings › Finance, on the Payments tab.
Online payments work on invoice payment pages, checkout links, storefront checkout, and paid bookings.
Connect Stripe
Stripe is the simplest choice: you sign in to Stripe instead of copying keys.
- Open Settings › Finance and go to the Payments tab.
- Under Payment Gateways, expand Stripe and select Connect Stripe.
- Sign in to Stripe, or create an account, and finish Stripe's setup.
- Return to Agiled.
You're done when Stripe shows as connected and a test invoice's payment page offers card payment.
If Stripe still needs details from you, such as bank or identity checks, Stripe shows as pending until it lets you take payments.
Connect PayPal or Mollie
You'll need details from your PayPal or Mollie account. Your web or IT person can find these if you're not sure where they are.
- PayPal: expand PayPal, enter the Client ID and Secret, choose Live (or Sandbox for testing only), and select Connect PayPal.
- Mollie: expand Mollie, enter your API key, and select Connect Mollie.
Good to know
- Invoices take credit and debit cards through Stripe. Other Stripe checkouts may offer other methods, depending on your Stripe account.
- Recurring invoices can charge your client's card. Choose Charge their card automatically on the template. Your client agrees the first time they pay one of its invoices by card. See Create recurring invoices.
- Payment status updates arrive automatically. You don't need to set anything up in Stripe. A refund you make in your Stripe dashboard shows up on the payment and its invoice too. Handle disputes in your Stripe dashboard.
- Clients pay by bank transfer? Add your bank details as an offline payment method on the same tab. See Finance settings.
Before you send your first live payment link, pay a small test invoice yourself. See Before you share.