How Customers Pay

When you send an invoice from Peasy, your customer gets a simple, secure way to pay online. Here's what the experience looks like from their side.

How to Get There

Go to Sell > Orders in the sidebar, open an order or invoice, then use Send Invoice to access the customer payment flow.

The Customer Experience

1. They receive an email with a link to view their invoice.
2. They click the link and land on a payment page branded with your company name and logo.
3. They review the invoice — line items, quantities, prices, and total.
4. They choose a payment method — Bank transfer or credit/debit card.
5. They enter payment details and confirm.
6. They get a confirmation that their payment was submitted.

The whole process takes just a couple of minutes. No account creation required — they just click, review, and pay.

Security

• The payment link uses secure authentication — only the intended recipient can access it.
• Payment details are handled by our payment processing partner and are never stored in Peasy.
• The payment page works on any device — desktop, tablet, or phone.

After They Pay

Once the payment processes:

• The invoice status updates to Paid in your Peasy account
• The customer sees a confirmation on their end
• If automatic reminders were set up, they stop for that invoice

Good to Know

• Customers don't need a Peasy account to pay — the payment link is all they need.
• If a payment fails (card declined, etc.), the customer can try again using the same link.
• You can resend the invoice email anytime from the Orders page if the customer lost the original.

Related

• Payments Overview — How payments work in Peasy
• Payment Methods — What payment options are available
• Invoice Reminders — Automatic follow-ups for unpaid invoices