Payments

From your Invoice Maker account dashboard, you are able to manage your payments received outside the Invoice Maker system, and through our 3rd Party Payment Processors, e.g. Stripe.

Manual Payments

Definition: A manual payment is a cash, check or "other" payment that a business owner has received outside of the Invoice Maker system. The purpose is to track payments and balances when a payment has been received outside our system, either by cash, check, or "other", which could be anything such as a payment made by Paypal, cashApp, Venmo, etc.

Manual Payment Requirements:

Business Owner Input

1. User has to manually input payment type and amount
2. Payment Amount: required field
3. Payment Date: required field. The payment date defaults to the current date it is updated
4. Payment Method: Cash, Check, Other (required field)
5. Internal Payment Note: plain text field for whatever the user wants (e.g. check number, specify "other" method (not required field). "Internal Payment Note" lets the user know only they will see the note

Invoice

1. Invoice Total: Total before any payments. This is always displayed as "Invoice Total"
2. Paid to Date: The amount currently paid to date, displayed as "Paid to Date"
3. Balance Due: Invoice total - Paid to date, displayed as "Balance Due"

Status

1. An invoice remains Unpaid until the balance is paid-in-full, and there is a $0.00 balance due
2. Refund is used for invoices that have the entire balance refunded
3. Partially Refunded is used when a partial payment is refunded

Partial Payments

Definition: any payment amount entered against a balance due that is less than the total amount due

Requirements:

1. Recipient will always be presented with a payment screen that is auto-filled with the total amount due to the entire invoice
2. Recipient will always be able to enter a lower amount

• cash - amount
• check - amount - check #
• other - note field (Venmo, cashApp, Paypal, etc.)
• collect deposit
• collect partial payment
• refund deposits and partial payments

Deposits: default amount on the first payment is only the deposit amount

Refund: If a refund is not for the total amount, the status = partially refunded. If a refund is for the full amount, status = refunded

When growing your business, there is nothing more important than being able to accommodate your clients. Offering easy payment methods in fewer steps means less hassle for your clients and a quicker road to cash in your hand.

Invoice Maker offers you the opportunity to collect Square payments directly through our platform. 

You can still have an account and send invoices without collecting Square payments, but linking your Invoice Maker account to Square takes all the legwork out of getting paid. Just send your invoice, sit back, and collect your payment without lifting a finger.

You can accept Square payments via: 

• Credit Cards
• Digital Wallets
• ACH Wire Transfer

Steps to accept Square payments:

1. Create your Invoice Maker account
2. Verify your account
3. Connect it to our 3rd Party Payment Processing Service Provider, Square

To accept Square payments, follow the prompts below:

1. Navigate to Settings. Select Payment Methods
2. Select Square. Click Connect with Square

     3. Sign up for a Square account, or sign in to an existing account.

4. Add all pertinent Business and Personal Details

5. Add your Preferred Bank Account (where you'd like your payments to be sent once paid via Square)

6. Add your Driver's License information or other Government-Issued Identification for verification

7. Submit and you're all done! Start collecting payments as soon as you send your invoices through Invoice Maker!!

All personal information entered into the Third-Party Processor, Square's platform is 100% secure. Invoice Maker does not have access to any financial or personal information entered through Square. All payments facilitated through Invoice Maker's platform are processed externally by the Third-Party Processor directly, and any disputes regarding Third-Party platform payments or fees must be directed to the Third-Party platform itself and will not be responded to through Invoice Maker. To read more about how your data is secure and how your information is used through Square, you can review their Privacy Policy HERE.

When growing your business, there is nothing more important than being able to accommodate your clients. Offering easy payment methods in fewer steps means less hassle for your clients and a quicker road to cash in your hand. Now, 78% of all customers pay their invoices using a credit card and spend 12-18% more when paying by credit card.

Invoice Maker offers you the opportunity to collect credit card payments directly through our platform. 

You can still have an account and send invoices without collecting credit card payments, but linking your Invoice Maker account to Stripe takes all the legwork out of getting paid. Just send your invoice, sit back, and collect your payment without lifting a finger.

Steps to accept credit card payments:

1. Create your Invoice Maker account
2. Verify your account
3. Connect it to our 3rd Party Payment Processing Service Provider, Stripe

To accept credit card payments, follow the prompts below:

1. Navigate to Settings. Select Payment Methods
2. Select Stripe. Click Connect with Stripe

     3. Create a Stripe account, or sign in to an existing account.

4. Add all pertinent Business and Personal Details

5. Add your Preferred Bank Account (where you'd like your payments to be sent once paid via credit card)

6. Add your Driver's License information or other Government-Issued Identification for verification

7. Submit and you're all done! Start collecting payments as soon as you send your invoices through Invoice Maker!!**

Invoice Maker makes it easier than ever to accept Square payments directly through our app, as well. If accepting credit card or Square payments through Invoice Maker, the invoice status will automatically update, and you will not need to manually add your payment.

All personal information entered into the Third-Party Processor, Stripe's platform is 100% secure. Invoice Maker does not have access to any financial or personal information entered through Stripe. All payments facilitated through Invoice Maker's platform are processed externally by the Third-Party Processor directly, and any disputes regarding Third-Party platform payments or fees must be directed to the Third-Party platform itself and will not be responded to through Invoice Maker. To read more about how your data is secure and how your information is used through Stripe, you can review their Privacy Policy HERE.

When growing your business, there is nothing more important than being able to reach and accommodate your clients across all channels. That is especially true for accepting payments. 

Invoice Maker offers you the opportunity to collect payments directly through Venmo. 

Though you can still have an account and send invoices without collecting payments through Invoice Maker, linking your account to a Third-Party Processing Service Provider is a beneficial tool that takes all the legwork out of getting paid. Just send your invoice, sit back, and collect your payment without lifting a finger.

Steps to accept Venmo payments:

1. From your Invoice Maker dashboard, click on the Menu Bar and then click Settings
2. Click on Payment Methods
3. Click Connect to Venmo
4. Follow the instructions to export your code image from Venmo on your desktop or mobile device
5. Once you have your saved code image, click on Click to upload your code image
   • Invoice Maker will automatically verify that your code image is valid
6. That's it. You're done! You can start sending invoices via Invoice Maker and receiving payments directly to your Venmo account.  

**Please note that as Venmo payments will be made externally, you will have to manually update the payment status of your invoice once you are paid. To read more on how to manually add your payment to update the invoice status, click HERE.**

Invoice Maker makes it easier than ever to accept credit card payments and Square payments directly through our app. If accepting credit card or Square payments through Invoice Maker, the invoice status will automatically update, and you will not need to manually add your payment.

All personal information entered into the Third-Party Processor, Venmo, is 100% secure. Invoice Maker does not have access to any financial or personal information entered through Venmo. All payments facilitated through Invoice Maker's platform are processed externally by the Third-Party Processor directly, and any disputes regarding Third-Party platform payments or fees must be directed to the Third-Party platform itself and will not be responded to through Invoice Maker. To read more about how your data is secure and how your information is used through Venmo, you can review their Privacy Policy HERE.

When growing your business, there is nothing more important than being able to reach and accommodate your clients across all channels. That is especially true for accepting payments. 

Invoice Maker offers you the opportunity to collect payments directly through Cash App. 

Though you can still have an account and send invoices without collecting payments through Invoice Maker, linking your account to a Third-Party Processing Service Provider is a beneficial tool that takes all the legwork out of getting paid. Just send your invoice, sit back, and collect your payment without lifting a finger.

Steps to accept Cash App payments:

1. From your Invoice Maker dashboard, click on the Menu Bar and then click Settings
2. Click on Payment Methods
3. Click Connect with Cash App
4. Follow the instructions to export your code image from Cash App on your desktop or mobile device
5. Once you have your saved code image, click on Connect and Upload your code image
   • Invoice Maker will automatically verify that your code image is valid
   • Click Next
6. That's it. You're done! You can start sending invoices via Invoice Maker and receiving payments directly to your Venmo account.  

**Please note that as Cash App payments will be made externally, you will have to manually update the payment status of your invoice once you are paid. To read more on how to manually add your payment to update the invoice status, click HERE.**

Invoice Maker makes it easier than ever to accept credit card payments and Square payments directly through our app. If accepting credit card or Square payments through Invoice Maker, the invoice status will automatically update, and you will not need to manually add your payment.

All personal information entered into the Third-Party Processor, Cash App, is 100% secure. Invoice Maker does not have access to any financial or personal information entered through Cash App. All payments facilitated through Invoice Maker's platform are processed externally by the Third-Party Processor directly, and any disputes regarding Third-Party platform payments or fees must be directed to the Third-Party platform itself and will not be responded to through Invoice Maker. To read more about how your data is secure and how your information is used through Cash App, you can review their Privacy Policy HERE.

When growing your business, there is nothing more important than being able to reach and accommodate your clients across all channels. That is especially true for accepting payments. 

Invoice Maker offers you the opportunity to collect payments directly through Zelle. 

Though you can still have an account and send invoices without collecting payments through Invoice Maker, linking your account to a Third-Party Processing Service Provider is a beneficial tool that takes all the legwork out of getting paid. Just send your invoice, sit back, and collect your payment without lifting a finger.

Steps to accept Zelle payments:

1. From your Invoice Maker dashboard, click on the Menu Bar and then click Settings
2. Click on Payment Methods
3. Follow the instructions to export your code image from Zelle on your desktop or mobile device
4. Once you have your saved code image, click on Click to Upload your code image
   • Invoice Maker will automatically verify that your code image is valid
5. Click Next. That's it. You're done! You can start sending invoices via Invoice Maker and receiving payments directly to your linked Zelle bank account.  

**Please note that as Zelle payments will be made externally, you will have to manually update the payment status of your invoice once you are paid. To read more on how to manually add your payment to update the invoice status, click HERE.**

All personal information entered into the Third-Party Processor, Zelle, is 100% secure. Invoice Maker does not have access to any financial or personal information entered through Zelle. All payments facilitated through Invoice Maker's platform are processed externally by the Third-Party Processor directly, and any disputes regarding Third-Party platform payments or fees must be directed to the Third-Party platform itself and will not be responded to through Invoice Maker. To read more about how your data is secure and how your information is used through Zelle, you can review their Privacy Policy HERE.

You can manually add a payment to an invoice that your customer has paid you outside of the Invoice Maker app.

You would manually add a payment if accepting payment via:

• Cash
• Check
• Venmo
• Cash App
• Zelle
• Paypal (Coming Soon)
• Other 

To Add a Payment, simply follow these steps:

1. Log in to your account
2. Click on the designated unpaid invoice that you received a payment for
3. Click on Add Payment next to the invoice
4. Click the appropriate payment method from the drop-down menu
5. Enter any Internal Payment Notes
6. Click Add Payment

Invoice Maker makes it easier than ever to accept credit card payments and Square payments directly through our app. If accepting credit card or Square payments through Invoice Maker, the invoice status will automatically update, and you will not need to manually add your payment.

You can accept payments from your clients via Venmo and easily record a payment. Simply update the payment status of your invoice once you are paid.

When a customer pays you via Venmo, you’ll receive an email notification that confirms proof of payment. Since Venmo is a separate application, add your Venmo payment to your invoice in just a few seconds.

To manually record a payment made via Venmo, simply follow these steps:

1. Log in to your account
2. Click on the designated unpaid invoice for which you received payment
3. Click on Add Payment next to the invoice
4. Select Venmo from the drop-down menu
5. Enter any Internal Payment Notes
6. Click Add Payment

Once you manually update your payment, the balance due will reflect $0.00, and the invoice status will update to PAID. Your payment history will be located below the invoice when viewed in your dashboard, as seen below.

If you ever wish to disconnect Venmo as a payment option in the future, you are able to do so under your Payment Methods from the Settings menu.

Invoice Maker makes it easier than ever to accept credit card payments and Square payments directly through our app. If accepting credit card or Square payments through Invoice Maker, the invoice status will automatically update, and you will not need to manually add your payment.

As Cash App payments will be made externally, you will have to manually update the payment status of your invoice once you are paid.

After a customer pays you via Cash App, you will receive a separate email directly from Cash App letting you know the payment has been made. 

To Add your Cash App Payment, simply follow these steps:

1. Log in to your account
2. Click on the designated unpaid invoice that you received a payment for
3. Click on Add Payment next to the invoice
4. Click the appropriate payment method from the drop-down menu
5. Enter any Internal Payment Notes
6. Click Add Payment
7. Select Cash App
8. Add any Internal Payment Notes
9. Click Add Payment

Once you manually update your payment, the balance due will reflect $0.00, and the invoice status will update to PAID. Your payment history will be located below the invoice when viewing in your dashboard.

If you ever wish to disconnect Cash App as a payment option in the future, you are able to do so under your Payment Options from the Settings menu.

Invoice Maker makes it easier than ever to accept credit card payments and Square payments directly through our app. If accepting credit card or Square payments through Invoice Maker, the invoice status will automatically update, and you will not need to manually add your payment.

You can accept payments from your clients via Zelle and easily record a payment. Simply update the payment status of your invoice once you are paid.

When a customer pays you via Zelle, you’ll receive an email notification that confirms proof of payment. Since Zelle is a separate application, add your Zelle payment to your invoice in just a few seconds.

To manually record a payment made via Venmo, simply follow these steps:

1. Log in to your account
2. Click on the designated unpaid invoice for which you received payment
3. Click on Add Payment next to the invoice
4. Select Zelle from the drop-down menu
5. Enter any Internal Payment Notes
6. Click Add Payment

Once you manually update your payment, the balance due will reflect $0.00, and the invoice status will update to PAID. Your payment history will be located below the invoice when viewed in your dashboard, as seen below.

If you ever wish to disconnect Zelle as a payment option in the future, you are able to do so under your Payment Methods from the Settings menu.

Invoice Maker makes it easier than ever to accept credit card payments and Square payments directly through our app. If accepting credit card or Square payments through Invoice Maker, the invoice status will automatically update, and you will not need to manually add your payment.

Sellers are responsible for charging applicable taxes. Learn about requirements for sales, value-added tax (VAT), and shipping taxes for the US and 50 additional countries here.

In some jurisdictions, late fees may be subject to state usury laws. It’s always a good idea to stay below usury limits and be mindful of industry standards for charging late fees. Find the limits for your state here.