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Set Stripe for All Quotations and All Invoices

Updated over a year ago

There are three methods for offering credit or debit card payments to your customers using Stripe. This method applies to all quotes and invoices, but you can choose to take a more controlled approach using pre-builds or by changing the settings on the "Stripe" tab on an individual quote or invoice.

1. Click the Cog

2. Click "Stripe Settings"

3. Click "Quotations" and click on "Enable" to offer Stripe for all quotations

4. Click "Invoices" and click on "Enable" to offer Stripe for all quotations

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