Skip to main content

How to rename the document type

Learn how to rename document types, such as invoice, estimate, credit note, delivery note, and more, in the Bookipi Invoice mobile app.

Mona avatar
Written by Mona
Updated over a week ago

How Can I Set Up and Manage Payments Using Bookipi?

Bookipi allows users to set up payment methods and receive payments through various channels. This guide covers the payment options available, how to enable them, and specific details about Stripe payouts.

Overview of Payment Methods

You can choose from three payment methods in the Bookipi app:

  1. Manual Bank Transfer or Third-Party Payment Options: - Add your bank details or payment links to the Payment Instructions section. - Steps to configure: - Mobile App: Navigate to More > Settings > Payment Instructions > Add your payment details and save. - Web App: Go to your business icon, then Settings > General > Edit the Payment Instruction textbox, input payment details, and save.

  2. Stripe (Credit Card Payments): - You can accept credit card payments via Stripe by signing up for a Stripe account and connecting it to the Bookipi app. - Steps to enable Stripe payments: - Mobile App: Navigate to More > Settings > Customer Payment Option > Turn on 'Accept Card Payments'. - Web App: Go to Settings > General > Payment, turn on 'Accept Card Payments,' and connect your account by logging into Stripe. - Note: Stripe may apply surcharges, and the first payout could take up to 7 days.

  • Stripe exclusively handles credit and debit card payments and ensures these transactions are secure and traceable within both Bookipi and Stripe's platform. Additionally, Bookipi support can assist in verifying and monitoring payments processed through Stripe.

  1. PayPal: - Easily accept payments via PayPal by signing up for a personal or business account and linking it to Bookipi. - Steps to enable: - Web App: Head to Settings > General > Payment, enable 'Accept PayPal,' connect your PayPal account, and save changes. - You can also include your PayPal email in the invoice note field.

  • Payments made via PayPal must be verified directly in your PayPal account since Bookipi is not able to trace or verify these transactions.

These options let you collect payments seamlessly while Bookipi acts as a bridge to provide instructions and interfaces for these gateways.

It is important to note that non-Stripe payments, such as PayPal or direct bank transfers, bypass Bookipi's tracking capabilities and must be verified through their respective platforms by the users.

Managing Stripe Payouts

If you're using Stripe with Bookipi, you might need to handle manual payouts. Here's how you can manage this process:

  1. Log into your Stripe dashboard.

  2. Enter your username and password. If you've forgotten your login details, you can reset them via Stripe's support guide.

  3. Once logged in: - Go to the Payments tab to review your recent transactions. - Navigate to the Payouts tab to check the payout schedule.

For more detailed information on how Stripe payouts work, visit their payout schedule support page.

Summary

Setting up and managing payments through Bookipi involves selecting a preferred payment method among manual transfers, Stripe, and PayPal, and following simple configuration steps within the app. For users handling Stripe payments, additional guidelines for managing manual payouts ensure timely access to funds. Take advantage of Bookipi's streamlined process and external integrations to simplify your payment collection needs.

While Stripe payments are securely integrated and traceable via Bookipi, non-Stripe payments such as PayPal or bank transfers require independent user monitoring and verification.

Did this answer your question?