“How-to” Guides

How to Collect Payments

Set up your account so that you can accept online payments from your Clients!

In this guide, we’ll show you how to get paid easily and fast! Let’s start by setting up your gateways.

Head over to Billing > Gateways.

Here, you can decide where the payment will go.

SuiteDash doesn’t have its own Gateway, so you’ll need to connect one to receive money in your bank account or processor. We support Stripe, PayPal, Stripe + Plaid, Authorize and Braintree.

For example, let’s say you want to set up Stripe.

Click the Configure button at the bottom-right corner of the Stripe card.

And a pop-up will ask you for the Private and Public keys from your Stripe Account.

Here’s where to find them.

 

Once you’re done, click Save and the Gateway will be ready to collect payments from SuiteDash invoices.

Now, let’s create an Invoice.

In the main menu, click Billing to expand the options and click the “plus” icon beside Invoices.

Our invoice editor will open up. You’ll need to assign the Invoice to a Client and give it a title.

Once that’s done, scroll down and populate the Invoice with the Items the Client will need to pay.

You can ask them to pay one-off fees (Items), or recurring fees (Subscription Plans).

Let’s start by quickly creating an Item. Click +Add New Item underneath the “Items” dropdown menu.

Give it a Title and Rate, and optionally a description.

You can also decide to make the item taxable, if you need to apply VAT for example, and save it for later use.

Once it’s all set up, click the Add button.