While creating a new invoice you can activate the account you wish to use whether that is with PayPal, Go Cardless or Stripe. You can also add the details of these bank accounts.

How to set up the Payment Settings ?

In the New Invoice page :

  • Click on Payment Settings. You will be redirected to the Settings page but you can save your new invoice as a draft.

  • From this page, you can add a bank account from PayPal, Go Cardless or Stripe depending on what you want to use for the new invoice.

  • Complete the information of the bank account such as name, whether you want the account to be your Default Account and tick the tickbox if you want it to be your Primary Account and click on Connect.

  • Go back to your new invoice and you can activate your PayPal, Go Cardless or Stripe account for this new invoice.

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