Before you can start getting paid through Tezzera, you need to connect your payment methods. This allows clients to pay your invoices directly through the platform with credit card, bank transfer, or PayPal—making it faster and easier for everyone.

This guide will walk you through setting up your payment methods so you can start accepting payments.

When you connect payment methods in Tezzera, you can:

Before connecting payment methods, you'll need:

All payment method connections happen in your Workspace Settings.

This is your payment hub where you'll set up everything related to getting paid!

Before connecting payment methods, you need to configure two basic settings:

Choose the country where your business is registered. This is important for:

Select the currency you typically invoice in:

What is "default" currency? This is the currency that automatically appears when you:

Can I invoice in different currencies? Yes! Your default currency is just what loads automatically. You can change the currency on individual invoices if you have international clients.

Your primary payout method is how you'll receive money when clients pay invoices.

You have two main options:

Connect your bank account through Stripe to accept:

Best for: Most designers, especially those in the US, Canada, or Europe

Learn more about connecting Stripe

Connect your PayPal account to accept:

Best for: Designers who already use PayPal heavily, or international designers where Stripe isn't available

Absolutely! In fact, we recommend it.

How it works:

Why connect both?

If you select Bank Account as your primary payout method, you'll see a "Step 2: Connect Bank Account Securely Using Stripe" section.

PayPal is much simpler to connect than Stripe!

If you select PayPal as your primary payout method:

If you want both Stripe and PayPal:

Clients will now see both payment options on your invoices!

After connecting your payment methods, scroll down to the "Default Payment Options" section.

Here you can select which payment methods appear by default on new invoices:

☐ Stripe (Credit Card)

☐ Stripe (ACH Bank Transfer)

☐ PayPal

☐ External Payment Link

Payment Instructions for bank transfers or wires are managed separately and are not selected as a default payment option.

Simply check the boxes next to the payment methods you want to offer by default on all new invoices.
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Yes! Your default selections are just what loads automatically. When creating any invoice, you can:

Don't use Stripe or PayPal? Or want to offer an additional payment option? You can use external payment links!

An external payment link is a way to accept payments through services not directly integrated with Tezzera, such as:

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Important: External payment links are added on individual invoices, not in your workspace settings.

When creating an invoice:

Why it's per-invoice: This allows you to customize the external payment method for each client or project. Maybe some clients use Wise while others prefer direct bank transfer.

Example use cases:

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After connecting your payment methods, here's how to verify everything is working:

Go back to Workspace Settings → Financial and verify:

✓ Country and currency are set correctly

✓ Primary payout method shows as connected:

✓ PayPal (if using both) shows your email address

✓ Default payment options are checked:

Create a test invoice to see how payment options appear:

If everything looks good, you're all set!

Different payment methods have different fees. Here's what to expect:
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Credit/Debit Card:

ACH/Bank Transfer:

Standard Transactions:

International Transactions:

Fees vary by service:

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If you need to update your Stripe connection:

To change your PayPal email:

To stop accepting a payment method:

Q: I connected Stripe but payments aren't working.

A: Make sure you completed the full Stripe setup, including verifying your business details and bank account. Check your Stripe dashboard to see if there are any verification steps you missed.

Q: My PayPal payments aren't coming through.

A: Double-check that the email in Tezzera matches your PayPal account email exactly. If it's different, update it in your Financial settings.

Q: Clients say they can't see payment options on my invoice.

A: Go to the specific invoice and check that payment methods are toggled on in the invoice settings. Default payment options don't always apply to existing drafts—you may need to enable them manually.

Q: Do I need to connect both Stripe and PayPal?

A: No, but we recommend it! More payment options = faster payment. At minimum, connect Stripe (bank account) so clients can pay by credit card or bank transfer.

Q: What if my Stripe connection fails?

A: Common issues include mismatched business information or incomplete verification. Check your email for messages from Stripe, or reach out to our support team for help troubleshooting.

Q: How long does it take to receive payments?

A:

Offer multiple options: The more ways clients can pay, the faster you'll get paid. Connect both Stripe and PayPal if possible.

Set up everything before your first invoice: Don't wait until you need to send an invoice to set up payment methods. Get it done during onboarding.

Test your setup: Send yourself a test invoice to make sure all payment methods display correctly.

Keep payment information updated: If you change banks or PayPal accounts, update your Tezzera settings immediately.

Communicate payment options clearly: Let clients know in your contracts or proposals which payment methods you accept.

Now that your payment methods are connected, you're ready to:

Need help? If you're having trouble connecting your payment methods, reach out to our team at hello@tezzera.co and we'll be happy to assist you!