How to accept card payments on invoices in JobSheet

Before you start

1. Set up Stripe Connect in Workspace → Online payments.
2. Turn on customer notifications if you want JobSheet to email the invoice with a pay link.
3. Add a customer email on the invoice.

Send an invoice with a pay link

1. Create or open the invoice and set status to sent (or use Email to customer).
2. JobSheet creates a Stripe Payment Link on your connected account for the amount due (after credit notes).
3. On the invoice detail screen, Card pay link shows Active on customer link when ready.

When the customer pays

• Stripe processes the card payment to your Stripe account.
• JobSheet sets the invoice to paid and records the payment reference when the webhook confirms.
• Reports → Money in (marked paid) uses the paid date.

If card payment is not offered

• Connect onboarding incomplete — finish in Workspace → Online payments.
• Invoice is draft, void, or paid — pay links apply to open sent invoices.
• No customer email — pay link may still work on the copied customer link depending on setup.

Related guides

• Set up Stripe Connect
• Share a customer invoice or quote link
• Mark an invoice paid