Download - Receiving payment for your invoice-CloudBooks

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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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Page 3: Receiving payment for your invoice-CloudBooks

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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Page 4: Receiving payment for your invoice-CloudBooks

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

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Page 6: Receiving payment for your invoice-CloudBooks

Head over to the “Payment Settings” sub-tab

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Page 8: Receiving payment for your invoice-CloudBooks

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

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Page 10: Receiving payment for your invoice-CloudBooks

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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