Take card payments on invoices

Buyers can pay an invoice by card through its pay link. First, set up a card processor. You need the "Manage settings" permission.

Set up Stripe

1. Go to Invoice payments.
2. In the "Stripe" section, click "Set up Stripe".
3. Complete the Stripe steps. Stripe sends you back to this page.
4. If Stripe needs more details, click "Continue Stripe setup". Click "Check status" to read the account again.

When Stripe can take payments, the section shows "Ready". Stripe pays out to your bank account.

Set up Authorize.net

Use this when you have your own Authorize.net merchant account. Buyers enter card details on the Authorize.net payment form.

1. In the "Authorize.net" section, choose the "Account": "Sandbox" to test, or "Production".
2. Enter the "API Login ID", the "Transaction key" and the "Signature key". You find them in the Authorize.net Merchant Interface, under Account, then API Credentials and Keys.
3. Click "Save keys". CoinManagerPro checks the keys.

When the page shows "Payment notices are set up.", the setup is complete. If it does not, the page shows the webhook URL. Click "Copy the webhook URL". Add the webhook in the Merchant Interface, under Account, then Webhooks, with the payment events that the page lists.

Choose the processor

1. In the "Card processor" section, choose "Stripe" or "Authorize.net". You can choose a processor only after its setup is complete.
2. Turn "Partial payments" on to let buyers pay part of the amount due.
3. Click "Save".

Choose "No online payments" when buyers pay you outside CoinManagerPro.

After setup

Send the pay link with "Email invoice" or "Copy pay link" on the invoice. "Copy pay link" shows only when the chosen processor can take payments. A card payment shows in the invoice's "Payments" section. A refund on a return goes back to the card through the same processor.