All Collections
How do I Set Up the Payment Settings ?
How do I Set Up the Payment Settings ?

Learn how the Payment Settings work and how to set it up.

Written by Joseph Godwin
Updated over a week ago

While creating a new invoice you can activate the account you wish to use whether that is with Crezco, GoCardless or Stripe. You can also add the details of these payment service providers. Learn how to Create an Invoice and how to set up a Recurring Invoice.

How do I Set up the Payment Settings ?

  • In your New Invoice, click on Payment Settings. If you click on Leave, you will be redirected to the Settings page but you can save your new invoice as a draft and come back to it later by ticking Save as draft before leaving.

  • You can also access the page directly by clicking on System Settings at the bottom left from anywhere in hibooks, and then on Payment Details.

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

Payment Information

  • Name : the name that PayPal, GoCardless or Stripe use for the account.

  • Default Account : select this field if you wish to use your default account for the invoice.

  • New Account : select this field if you wish to use a new account. The Account field will appear.

  • Account : enter the name of the new account.

  • Automatically transfer online payments to bank : choose the bank account you want the payments to be transferred to.

  • Primary Account : tick this tickbox to activate this function to collect funds from the invoice.

Click on Connect when you have finished with the information and will redirect to a page when you will have to connect the account with Crezco, GoCardless or Stripe.

  • Go back to your new invoice and you can activate your Crezco, Go Cardless or Stripe account for this new invoice. You can then complete your new invoice.

Did this answer your question?