Invoices & payments · 2 min read
Set up online payments
Connect payment processing and review which payment methods clients can use.
Before you start
The workspace owner manages online payments. Have the business information requested during payment-provider setup available.
Online Payments separates account setup, payment methods, and fee settings.
- Account & Payouts shows connection and setup status.
- Review which methods your clients can use.
- Review fee settings before saving changes.
Step by step
Open Online Payments
Use the Financials section of the sidebar. Review Account & Payouts for the connected account’s setup status.
Complete account setup
Use the connection or onboarding action provided and finish the payment provider’s required steps. Return to BidKit and check the status; starting setup alone does not make the account ready.
Review payment methods and fees
Open Payment Methods and Processing Fees. Choose from the options available for your account and review any customer-facing fee configuration before saving.
Check an invoice preview
Open the invoice you intend to share and confirm its payment options and schedule. Send it when the document and account are ready.
What happens next
Eligible shared documents can offer online payment when the account and payment methods are ready. A payment is recorded after successful processing, not merely when checkout is opened.
Good to know
Subscription billing in Account & Billing pays for BidKit. Online Payments is for receiving your clients’ payments.
Sign in to use this feature. Available actions depend on your workspace access.