Payments Overview
Peasy lets you accept payments from customers directly through your invoices. When you send an invoice, your customer gets a link to pay online — no need for them to call, mail a check, or use a separate payment service.
How It Works
- You send an invoice to your customer (from Sell > Orders).
- The customer receives an email with a payment link.
- They click the link and enter their payment details.
- The payment is processed and your invoice updates to Paid.
That's the whole flow. You send it, they pay it, and Peasy tracks everything.
Payment Methods
Customers can pay using:
- Bank transfer (ACH) — Direct payment from their bank account
- Credit or debit card — Standard card payments
The available methods depend on your payment setup.
Payment Processing
Payments are processed securely through our payment partner. Here's what happens behind the scenes:
| What happens | What you see |
|---|---|
| Customer submits payment | Invoice status changes to Pending Payment |
| Payment is confirmed | Invoice status changes to Paid |
| Payment fails or is reversed | Invoice status returns to Unpaid |
You don't need to do anything manually — statuses update automatically.
Good to Know
- Payments need to be set up in Configure > Payment Settings before you can use this feature. See Setting Up Payments.
- Each payment is linked to a specific invoice, so your records always match.
- Payment history is available in the payments settings area.
- Invoice reminders can automatically follow up with customers who haven't paid. See Invoice Reminders.
Related
- Setting Up Payments — Get started with payment processing
- Payment Methods — What payment options are available
- Creating Sales Orders — Sending invoices to customers