Billing & payments

More ways for clients to pay, and a redesigned invoice editor

Choose which payment methods clients see through your Stripe account, override them on a single invoice, and edit invoices in a cleaner tabbed editor.

Cut-paper illustration: a payment card, a phone with contactless waves, a bank building and three coin stacks of rising height.

Choose how clients can pay you online

In Online payments, a new Payment methods tab lets you set who pays you (people, businesses or both) and switch on the ways they can pay. Cards are always on; Apple Pay and Google Pay start on.

You can also turn on bank account (ACH) payments, with an optional amount below which bank payments are not offered, pay over time with Affirm, Klarna or Afterpay, Cash App Pay and Amazon Pay.

  • Apple Pay, Google Pay and cards
  • Bank account (ACH) with an optional minimum amount
  • Affirm, Klarna and Afterpay, shown to individuals only
  • Each method shows its status from your Stripe account
Where to find it
  1. Settings
  2. Online payments
  3. Payment methods
Open in the app
Plans
Every plan

Pick the methods for one invoice and preview what your client sees

Methods work through your Stripe account, so each one shows whether Stripe has it ready, is still reviewing it, or does not offer it for your country or business. A method that is not ready is not shown to clients.

On any invoice, the Payment tab can use your defaults or a custom set for just that invoice, with a preview of what the client will see. Bank payments take days to clear, and the app shows one that is still on its way so you do not take payment twice.

  • Default or custom methods per invoice
  • Preview of what the client will see
  • Bank payments still clearing are flagged on the invoice
Where to find it
  1. Invoices
  2. open an invoice
  3. Payment tab
  4. Payment methods
Open in the app
Plans
Every plan

A tabbed invoice editor with problems shown next to the field

The invoice editor's left panel now has Details, Payment and More tabs, and recurring plans get Details and Repeat. Clients, contacts, dates and terms are simple rows with search and quick-create, and anything wrong is flagged beside the field so you can fix it. The live PDF preview stays on the right. On a phone, a bottom bar keeps the total, Preview and Send within reach.

The invoice editor's Details tab for a recurring invoice: Lumen Labs has no email on file, flagged in red under the Contact field with an Add email link, next to the client, due and repeat rows, with three line items below.
Where to find it
  1. Invoices
  2. New invoice, or open a draft
Open in the app
Plans
Every plan

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Ready when you are

See where Workspace369 fits into your client-work flow.

Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.

14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.