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Payments & Financials

How to Accept Credit Card Payments

Connect Stripe, enable card payment on an invoice or proposal, and understand the client checkout action.

Card payments require a connected Stripe account and the Accept credit card option on the client document.

  1. Before offering card payment

    Connect Stripe and enable Accept credit card on the invoice or proposal.

    • A document can still be saved and shared when card payment is off.
    • The Accept credit card control is unavailable until the Stripe connection is ready.
    • Enabling cards on one document does not correct an unrelated invoice or proposal.

  2. Connect Stripe

    1. 1.

      Open Settings > Business.

    2. 2.

      Select Connect Stripe.

    3. 3.

      Complete the information requested by Stripe.

    4. 4.

      Return to Lemlii and check that Stripe is connected.

  3. Enable card payment on the document

    1. 1.

      Open the invoice or proposal editor.

    2. 2.

      Find Accept credit card.

    3. 3.

      Turn it on for this document.

    4. 4.

      Save or complete the document and open its live link.

  4. What the client sees

    Payment options depend on the document:

    • An invoice can show PAY beside an available scheduled payment.
    • An invoice without a payable schedule row can show Pay online.
    • A proposal’s payment action remains locked until the contract has been signed successfully.
    • Payments that are already paid, voided, cancelled, or unavailable cannot be paid online.

  5. The client completes the card payment

    The client selects the payment button and pays through Stripe checkout. Do not use Record payment for this payment.

  6. Confirm the payment in Lemlii

    1. 1.

      Open the invoice and confirm its paid amount and balance changed.

    2. 2.

      Review the online payment entry in Payment history.

    3. 3.

      When applicable, review the connected booking payment summary.

    4. 4.

      Open Financials > Transactions > Payments and confirm the payment appears once.

Notes

  • Do not create a second manual payment for the same online card payment.
  • Voided, paid, cancelled, or otherwise non-actionable receivables do not show an active pay action.