Table of contents
- Getting Started
- Bookings
- Clients
- Invoicing
- Creating Invoices
- Modifying Invoices
- Updating Invoice Status
- Adding Internal Invoice Notes
- Viewing Invoice History
- Deleting Invoices
- Cloning Invoices
- Merging Invoices
- Printing Invoices
- Emailing Invoices
- Refunding Invoices
- Printing Receipts
- Emailing Receipts
- Quotations
- Online Payments
- Credit Notes
- Manage Invoice Settings
- Printing
- Searching
- Statistics
- Activity Tracker
- Messages, Notes, Watches, and Reminders
- MIDAS Admin Options
- Manage MIDAS
- Manage Appearance Settings
- Manage Booking Settings
- Manage Fields
- Manage Security Settings
- Manage Email Settings
- Manage Print Settings
- Manage Safety Settings
- Manage Invoice Settings
- Manage Database Settings
- Manage Templates
- Manage Public Settings
- Manage Scheduled Tasks
- Manage Miscellaneous Settings
- Check For Updates
- Manage Addons
- Keyboard Shortcuts
- Other Sources Of Support
- About MIDAS
MIDAS Documentation v4.37
Online Payments
If you have a PayPal or Stripe account, you can set up MIDAS to allow your clients to pay their invoices or quotations online.
Set up payment of invoices / quotations through PayPal
| Set up payment of invoices / quotations through Stripe
|
How your clients can pay their invoices and quotations online
Once you have configured PayPal and / or Stripe as outlined above, your clients can then pay online the invoices or quotations you send them from MIDAS.In order to pay online, clients will need to do the following:
- Open their browser, and navigate to https://your_midas_url/pay (Where "your_midas_url" is the URL of your MIDAS).
- Enter their Invoice or Quotation Number, For example, MIDAS1234.
- Enter the date shown on their Invoice/Quotation.
- If you've enabled additional security (See also Manage Invoice Settings), the client may also be required to enter their email address.
- If you've configured both PayPal and Stripe payment options, the client will be offered a choice between the two.
- Click / tap "Pay Invoice" (or "Pay Quotation").
- MIDAS will then retrieve and display their invoice or quotation, and the total amount due.
- The client then clicks "Pay Invoice" (or "Pay Quotation") and is then transferred to a secure PayPal payment page (in the case of the PayPal option), or presented with credit card input fields (in the case of the Stripe option), allowing the client to complete their payment.
Note: A client can only pay an invoice once it has been actioned (printed, emailed, etc) within MIDAS. Until it has been either printed or emailed to a client, MIDAS assumes that the invoice has not yet been sent
Note: Stripe will only be available as a payment method to your clients if enabled and provided your online payment screen (https://your_midas_url/pay) is served over an https connection
Tip: You can configure your PayPal account to automatically notify MIDAS once an invoice has been paid via PayPal, allowing MIDAS to automatically update the invoice's payment status accordingly. Please see: Configuring PayPal Integration.
(In the case of payment by Stripe, no further configuration is required, as MIDAS will automatically update invoices upon successful payment)
(In the case of payment by Stripe, no further configuration is required, as MIDAS will automatically update invoices upon successful payment)
See Also: Managing Invoice Settings