Connect payments for your business

Connect payments when your business is ready to collect money from invoices, bookings, offers, or checkout paths.

Prepare payment settings

1. Open payment settings and review the business details required for your account.
2. Choose the payment methods you want to support.
3. Confirm the customer-facing business name and support contact.

Test the customer path

1. Create a small test invoice, booking deposit, or offer checkout.
2. Open the customer payment link and confirm the page is clear.
3. Check that the payment status updates in the workspace.

Good to know

• Keep payment descriptions specific so customers trust the charge.
• Test before sending the first real invoice or checkout link.

Keep the page focused on the customer action you want next. You can always come back and improve details after the core workflow is live.