Invoice Integrations
Connect your invoices with popular payment processors for faster payments and streamlined workflows.
Send Invoices Through Stripe/Square
Integrating your invoices with payment processors like Stripe and Square allows clients to pay directly from the invoice, reducing payment delays and improving cash flow.
Benefits of Payment Integration:
- • Faster Payments: Clients can pay instantly via credit card or bank transfer
- • Automated Tracking: Payment status updates automatically when clients pay
- • Reduced Follow-Up: Less time spent chasing payments
- • Professional Image: Modern payment options build client trust
- • Better Cash Flow: Receive payments faster with online payment integrations
When you send invoices through Stripe or Square, clients receive a professional invoice with a "Pay Now" button. Clicking the button takes them to a secure payment page where they can complete the transaction. You'll receive notification when payment is received, and the invoice status updates automatically.
PayPal Invoice Guide
PayPal offers built-in invoicing features that allow you to create and send PayPal invoices directly from your PayPal account. Here's how it works:
PayPal Invoicing Features:
- • Create professional PayPal invoices with your branding
- • Send invoices via email directly from PayPal
- • Clients can pay directly from the invoice using PayPal or credit card
- • Automatic payment tracking and notifications
- • Integration with PayPal business account
- • Support for recurring invoices and payment plans
To use PayPal invoice features, you'll need a PayPal business account. Once set up, you can create invoices, send them to clients, and track payment status all within the PayPal platform. PayPal invoices are particularly useful for freelancers and small businesses that already use PayPal for other transactions.
Stripe Fee Calculator
Understanding Stripe's fee structure is important when accepting payments through Stripe. Use our Stripe fee calculator to determine exactly how much you'll receive after fees:
Calculate Stripe Fees
Stripe charges 2.9% + $0.30 per successful card charge for online payments. For in-person payments, the rate is 2.7% + $0.05. Use our calculator to see your net amount after fees.
Calculate Stripe Fees →Square Invoicing
Square offers comprehensive invoicing tools that integrate seamlessly with their payment processing. Square invoices allow you to:
- • Create and send Square invoices from your Square dashboard or mobile app
- • Accept payments online, in-person, or over the phone
- • Track invoice status and send automatic reminders
- • Integrate with Square Point of Sale for unified payment processing
- • Generate reports on invoice payments and outstanding balances
Square invoicing is particularly useful for businesses that already use Square for point-of-sale transactions. The integration allows you to manage both in-person and online payments from a single platform.
Online Payment Integrations
Modern invoicing often includes online payment integrations that make it easy for clients to pay. Here are the most common integration options:
Payment Links
Add payment links to your invoices that direct clients to a secure payment page. Works with Stripe, PayPal, Square, and other processors.
Embedded Payment Forms
Embed payment forms directly in your invoices or on your website for seamless payment processing.
QR Codes
Include QR codes on printed invoices that clients can scan to pay instantly via mobile payment apps.
Bank Transfers
Provide bank account details or use services like Plaid for direct bank transfers from invoices.
Additional Integration Options
Beyond payment processors, you can integrate invoices with other business tools:
Other Integration Options:
- • Accounting Software: QuickBooks, Xero, FreshBooks for automatic bookkeeping
- • CRM Systems: Salesforce, HubSpot for customer relationship management
- • Project Management: Asana, Trello for project-based invoicing
- • Time Tracking: Toggl, Harvest for automatic time-based invoicing
- • Email Marketing: Mailchimp, Constant Contact for invoice delivery
- • Cloud Storage: Dropbox, Google Drive for invoice archiving
Integrating your invoicing with other business tools creates a seamless workflow, reduces manual data entry, and improves overall business efficiency. Choose integrations that match your business needs and workflow.
Setting Up Payment Integrations
Here's a general guide for setting up payment integrations with your invoices:
Setup Steps:
- Choose Payment Processor: Select PayPal, Square, Stripe, or another provider based on your needs
- Create Business Account: Set up a business account with your chosen payment processor
- Get API Credentials: Obtain API keys or integration credentials from your payment processor
- Configure Integration: Connect your invoice system with the payment processor using provided credentials
- Test Integration: Send a test invoice to ensure payment links work correctly
- Add Payment Links: Configure invoices to automatically include payment links
- Monitor Transactions: Set up notifications to track when payments are received
Best Practices for Payment Integrations
- • Offer Multiple Options: Provide several payment methods to accommodate different client preferences
- • Clear Instructions: Make payment instructions obvious and easy to follow
- • Security: Use reputable payment processors with strong security measures
- • Fee Transparency: Clearly communicate any payment processing fees to clients
- • Follow-Up: Still follow up on unpaid invoices even with payment integrations
- • Test Regularly: Periodically test payment links to ensure they're working correctly
- • Monitor Fees: Keep track of payment processing fees and factor them into your pricing
Create Your Invoice
Start creating professional invoices that can be integrated with payment processors. Our invoice builder makes it easy to add payment links and instructions.
Create Invoice Now