Get paid by card with Stripe

Card payments go to your own Stripe account, and Stripe pays them out to your bank. lmnts takes nothing from a payment. You can also offer other ways to pay, like a bank transfer or a check, with or without Stripe.

Connect Stripe

The workspace owner (super admin) does this once for the whole workspace.

1. 1

   Step 1: Open Account at the bottom of the menu on the left, then the Payments tab.

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   Step 2: Under Card payments, select Connect Stripe (or Set up a new Stripe account). If you already use Stripe and see Connect a Stripe account I already have, you can choose that instead.

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   Step 3: Answer Stripe's questions about your business and where to pay you.

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   Step 4: Back in lmnts, the card reads Stripe is connected.

   

   Close

   

If you stopped partway, the card reads Stripe setup was started but not finished: select Finish setting up Stripe. If it reads Stripe is not taking card payments for your account yet, Stripe needs something more from you: select Continue in Stripe, then Check again.

Turn on card payments for a client

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   Step 1: Open the client, select the gear next to its name, and choose Payments.

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   Step 2: Under Billing, select Enable payments for this client.

   

   Close

   

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   Step 3: Make sure the client has an Email on its General tab. Invoices that take cards need one.

Changing a client's payments needs both the Manage billing and Manage clients permissions. For a client with brands billed per brand, each brand has its own Enable payments under Per-brand payments.

Add other ways to pay

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   Step 1: On the same tab, under Payment methods, enter a Label such as Zelle and the Instructions, such as where to send it.

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   Step 2: Select Add. Remove takes one away after you confirm: it comes off every invoice for the client, ones already sent included.

These methods show on every invoice sent to the client, under Payment options, next to Pay by card when cards are on. While you're there, set the Default hourly rate ($) under Rates and select Save.