I want a simpler way to invoice customers and get paid
Payment and invoicing setup gives customers a clear way to pay into accounts the business owns.
Make it easy for customers to receive an invoice, pay securely and understand what they paid for. The approved payment platform is configured for invoices, card payments, deposits or recurring billing, with ownership kept in the business's name.
Card payments get set up in your own name. A processor gets chosen for how you sell, then your products and services go in priced and itemized, and card payments, invoices, deposits, recurring billing, contracts and e-signature are turned on and tested. The whole thing gets connected to your bookkeeping so reconciling is not a monthly evening of typing.
You end up running it yourself, taught rather than handed over, so sending an invoice or taking a deposit is not a call to anyone.
More on how working together works.
Yes. Buy buttons go onto the pages that already describe what you sell, each with its price, its options and a quantity, and the cart opens on that page. What you skip is the shop page, the category pages and a second site to maintain. You still need a commerce platform account behind it, because that is where the products and the money live, and whether that account carries a monthly fee depends which one: Square publishes a plan with no monthly subscription and Shopify publishes paid plans. Which one suits you gets compared before you open an account.
It depends on where the money comes from. Square and Clover suit a counter, Stripe suits a website, Toast suits food service, and PayPal tends to be a second option rather than a first. Fees, payout timing and what each one holds back get compared before you open an account.
Yes, when the chosen provider supports them. Deposits can be fixed or percentage-based, and recurring billing can run on an agreed schedule.
Invoices, payment links and card readers work with no website at all. A site makes it smoother, it is not a requirement.
You do. It is opened in your business name with your bank details and your login, and access to it can be removed by you at any time.
I read it and reply with the scope and the price before any work starts.
Tell me the result you want and where I can see the business now. I use that information to identify the most useful service or package and decide whether I can quote it in writing. If one missing detail changes the work or price, I will ask for that detail or suggest a short call.
Derek PackerI will review what you sent and reply within two business days.
You will receive a copy of your inquiry. Look for an email from Derek Packer with the subject Inquiry Received — Here’s Your Copy. If it is not in your inbox, check spam, promotions or other folders. Still missing? Email [email protected].