Send invoice with a Pay Invoice button and accept card payments
Learn how to send invoices and process credit card payments using Stripe and Caspen.
Adding a Pay Now button to invoices
To let clients and contacts pay invoices online, you can add a Pay Invoice button to your invoices.
Go to Settings → Invoices.
Click Connect Stripe (if Stripe is already connected skip ahead to step 3), then follow the prompts to create a new Stripe account or connect an existing one.
Stripe is the secure payment processor Caspen uses for handling online credit card payments.
Turn on Online payments.
Once enabled, invoices you send to clients or contacts will include a Pay Invoice button so they can pay by card.
Sending an invoice for online payment
After you create an invoice, you can send it so your client can pay online. You can send invoices in two ways:
When finalizing the invoice
After finalizing the invoice
Option 1: Send when finalizing the invoice
Before finalizing:
Confirm Email invoice is selected (you can untick this if you prefer to send it later).
Select an Email template.
When you click Finalize invoice, Caspen sends the invoice to the client or contact shown under Invoice to.
Option 2: Send after finalizing the invoice
Open the finalized invoice.
Click Send invoice.
Review the email template, subject, and message body.
Click Send.
Note: You can also share the invoice link instead. On the finalized invoice, go to Actions → Copy public link, then send the link to your client.
Reminder: The Pay Invoice button only appears when Stripe is connected and Online payments is enabled (Settings → Invoices).
What your client sees
When a client opens the invoice online, they will see a Pay Invoice button.
They can enter their card details and click Pay to complete the payment. Once the payment is successful, it’s automatically applied to the invoice and the invoice status updates to Paid.
