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How to Collect a Payment

2. You can also click Collect a Payment directly from your lead details.
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3. You will then be prompted to connect or sign-up with Square.

4. Once connected, you can use an existing invoice or create an invoice.

5. Once you've selected or created an invoice, you can enter the amount you wish to collect.

6. You then simply need to select the payment type and tap Collect Payment.

Having trouble? You can start a new chat during business hours, and one of our Support Specialists will be able to assist! Our office hours are Monday - Friday 8AM to 8PM Eastern.