Online payment

This article is for Administrators. Learn more about permissions. If you’re a Member, check out our Member resources.

This article is about invoices you send to your clients. If you have questions about paying for Harvest, have a look at our list of articles about managing your account settings

Save time and get paid faster by using online payments—your clients will be able to pay you right from the Web Invoice. If you send recurring invoices, they can even set up recurring payments to pay those invoices automatically (Stripe only). Harvest supports both Stripe and PayPal Standard.

If you need help deciding which online payment integration is the best fit for you or if you have questions about functionality or fees, please see our article on Picking an online payment integration.

How to use online payment

  1. Go to Settings > Integrations > Online payment and choose to set up Stripe or PayPal.
    • For step-by-step directions on how to set up each gateway, go to the respective Help Center pages for Stripe or PayPal Standard.
  2. After your integration is set up, create an invoice for your client.
  3. In the Online payment section, all of the payment integrations you currently have enabled in your Harvest account will be automatically selected. You can uncheck an option to disable that payment type, or select Do not accept online payment for this invoice to disable all online payment options.

     

    Please note that these settings are only for the individual invoice you’re creating. There's more information about that in our Sending invoices and estimates article. 

  4. When your client views the Web Invoice by clicking the link in the invoice email, they’ll see a button at the top right that they can use to pay. To see what this looks like for them, you can click into any invoice and then click the Web Invoice button.

Note that Harvest doesn't support partial credit card payments on web invoices. If you need to accept a partial payment, have a look at our partial payment FAQ for some workarounds. 

Did you find this article helpful?

Still have questions? We’re happy to help!

Contact us