Answer
If you have connected Stripe, clients can pay quotes directly online. The pay button appears automatically on the quote viewer when conditions are met.
Steps
- Make sure Stripe Connect is linked via Settings > Stripe.
- Create a quote and send it to your client.
- The client opens the quote via the link and sees a "Pay" button at the bottom.
- After clicking, the client is redirected to Stripe Checkout.
- After successful payment, the quote status is automatically updated to "Paid" and "Accepted".
Tips
- The pay button is only visible when Stripe is active (charges enabled) and the quote has not been paid yet.
- For rejected or expired quotes, the pay button is not shown.
- The payment is registered in your payment overview under Finance > Revenue & Payments.
- A platform fee is automatically calculated, just like with webshop and course payments.