In the "Online Payments" section, click the tick box adjacent to the PayPal logo to enable payments via PayPal
Enter the email address associated with your PayPal account. This is the account where you receive PayPal payments
Click/tap "Save Changes"
Setup payment of invoices through Stripe
Select the toolbar icon
Select "Manage MIDAS"
Select the "Invoicing" tab
In the "Online Payments" section, click the tick box adjacent to the "Powered By Stripe" logo to enable payments via Stripe
Enter your Stripe "Secret" and "Publishable" keys. Find out how to obtain these in our "Configuring Stripe Integration" Knowledgebase article.
Click/tap "Save Changes"
How your clients can pay their invoices online
Once you have configured PayPal and/or Stripe as outlined above, your clients can then pay online the invoices you send them from MIDAS.
In order to pay an invoice 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 Number, For example, MIDAS1234
Enter the date shown on their Invoice
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"
MIDAS will then retrieve and display their invoice, and the total amount due
The client then clicks "Pay Invoice" 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 pay their invoice
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)
