Connect a Payment Method

Without a connected payment method, clients can view their invoice but can't pay online. Once you connect a payment provider, each sent invoice includes a Pay Now button that takes the client directly to a payment page.

When a client pays, the invoice is automatically marked as paid and you receive a notification.

Stripe

Stripe is a widely-used payment platform that lets you accept credit and debit cards from clients around the world.

To connect Stripe:

1. Go to Settings → Payments
2. Click Connect Stripe
3. You'll be taken to Stripe's authorization page — log in to your existing Stripe account or create one
4. Authorize AgentInvoice to create payment links on your behalf
5. Once authorized, you'll return to AgentInvoice and see Stripe listed as connected

Each invoice you send will include a Stripe-hosted payment link. Clients don't need a Stripe account to pay.

Spiffy

Spiffy is a payment platform designed for service businesses. If you already use Spiffy, connecting it lets you keep your existing payment flow.

To connect Spiffy:

1. Go to Settings → Payments
2. Click Connect Spiffy
3. Follow the OAuth authorization flow to link your Spiffy account
4. Once connected, invoices will include a Spiffy payment link with the invoice reference pre-filled

What happens when a client pays

Regardless of which provider you use, when a client completes a payment:

• The invoice status is automatically updated to Paid
• You receive an email notification
• The payment date and amount are recorded on the invoice

If you prefer to accept payment outside the platform (bank transfer, cash, check), you can always mark an invoice as paid manually.