How customers pay (bank transfer, card, Xero)

When a customer accepts, they see how to pay you: the deposit, its due date and your payment details. Your bank details only show once they have said yes.

Choose how you get paid

1. Pick a provider

   In Settings > Payments, choose one:

   • No payments: you sort it out the way you do now.
   • Manual: you send your own invoice and tap Mark deposit received when the money lands.
   • Stripe: customers pay by card online. The money goes to your own Stripe account, and Stripe’s own fees apply.
   • Xero: accepted quotes become Xero invoices. See Connecting Xero and your calendar.

2. Set your deposit and stages

   A deposit on acceptance, any progress stages, then the final payment. They must add up to the full amount.

3. Set the due date and a reminder

   Deposit due within shows the customer a date. Payment reminder after sends one friendly reminder if a payment is still open.

What customers see after Accept

In Payment instructions, switch on each way you take money:

• Bank transfer: your account name, BSB and account number, with the quote number as the reference. These start empty: you type them in.
• Pay online: a Pay button, when your provider makes a pay link.
• Your own instructions: cash on the day, cheque, PayID, anything else.

As the work goes on, tap Stage complete on the quote and the customer gets the next payment request.