Receiving payment for your invoice-CloudBooks

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CloudBooks is online invoicing with style. It has all the features you need and none that you don't. Invoicing, estimates, client management, staff, contractors, and time tracking all in one easily accessible web application.

Transcript of Receiving payment for your invoice-CloudBooks

Page 1: Receiving payment for your invoice-CloudBooks

Receiving Payment for Your Invoice

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Page 2: Receiving payment for your invoice-CloudBooks

In order to receive a payment online, you’ll need to integrate your CloudBooks account with a payment gateway. We currently support PayPal and 2checkout.

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Once you’ve signed up for an account with one of these gateways, you’ll need to enter the gateway credentials in your CloudBooks account settings. To do this, see next slide.

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Click on the “Settings” link at the top right hand corner

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Head over to the “Payment Settings” sub-tab

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Select the payment gateway of your choice and enter the required information

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Hit the “Update” button at the bottom of the set up screen

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Page 12: Receiving payment for your invoice-CloudBooks

Thank you

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