Online payments
Connect Stripe so clients pay invoices by card from the portal or the invoice email, with the payment recorded on the invoice for you.
Connect your own Stripe account and eligible invoices get a Pay button in the portal and a Pay invoice button in their emails. The client pays the balance on Stripe's checkout page, the money goes straight to your Stripe account, and Quanta records the payment on the invoice.
Connect Stripe
Go to Integrations (under Business & Projects in the sidebar) and open Stripe.
Click Connect my Stripe account to link the Stripe account you already use, or Create a new Stripe account.
Finish on Stripe and you come back to Quanta. If Stripe still needs details, the page says so and offers Finish setting up on Stripe and Check again.
Once Stripe can take payments the page shows Connected and the account's payout currency.
Stripe is in beta and needs a plan with the client portal. Connecting it needs the Stripe payments permission. Disconnect removes the Pay button straight away; payments already recorded stay on their invoices and your Stripe account is not changed. If Stripe pauses payments on your account, the page shows Reconnect needed with Open Stripe to see what Stripe is asking for.
Which invoices can be paid
An invoice shows the Pay button when Stripe is connected, it has a balance, and online payment is allowed for both:
- the client: Allow this client to pay invoices online on the client's Details tab, on by default;
- the invoice: Allow online payment for this invoice on the invoice form, on by default.
Turning either off keeps the invoice viewable and downloadable, just without the button.
What the client sees
The client pays the full balance through Stripe Checkout, which says which taxes the amount includes. Card details are entered on Stripe's page and never reach Quanta.
What you see
When Stripe confirms the payment, Quanta records it on the invoice (shown as Paid online), updates the balance and status, and emails your workspace. It then syncs to QuickBooks Online or Xero like a payment you recorded by hand. See Recording payments.
Refunds and disputes are handled in your Stripe dashboard. Quanta emails you about a refund but leaves the invoice alone; edit or delete the payment if you want the invoice to match.
Fees
Quanta charges 0.5% of each portal payment, on top of Stripe's processing fees. Both come out of your payout. The invoice is credited with the full payment, and your client pays only the invoice balance, with no surcharge.