How to set up Online Payments

Modified on Fri, 17 Apr at 7:50 AM

Markate allows you to accept secure online payments using providers like PayPal, Square, Stripe, and Authorize.net. Customers can conveniently pay invoices using debit or credit cards.

In addition, you can enable automatic payments to charge saved customer cards without manual follow-up.

Online payments setup is available on desktop only.

Here is the step by step instructions:

1. Click the Settings icon (gear icon on top right)

2. Click Online Payments

3. Choose a payment processor:

Square
PayPal
Stripe
Authorize.net

4. Toggle it ON to enable and setup.

5. Click Setup and follow the connection steps (e.g., login to your payment provider account)

6. Once connected, you can:

View payment status
Enable/disable the processor anytime

After setup, your account is ready to accept online payments.

7. To complete setup: Go to Invoice Settings

8. Scroll to Accepted Payment Methods and ensure Credit Cards are checked as a payment method

Enable Automatic Payments

Automatic payments allow Markate to charge customer cards automatically.

To enable:

Go to Invoice Settings
Scroll down and turn ON Automatic Payments

How Automatic Payments Work

Payments are processed daily at 12:00 PM.

Examples:

Invoice created before 12:00 PM → payment runs same day at 12:00 PM
Invoice created after 12:00 PM (same-day due date) → payment runs next day at 12:00 PM

Recurring Invoices

Payments are processed at 12:00 PM on the invoice due date
Example:
- Invoice generated on the 5th monthly → payment runs 12:00 PM on the 5th

Tracking Payments

View all auto-payment activity under:
Invoice Preview→ Payments Received

Failed Payments

If a payment fails:
- You’ll receive an email notification
- Follow up with the customer as needed

Security & Payment Limits

To ensure safe processing:

Only 1 auto-payment attempt per invoice per day
Maximum 5 auto-payment attempts per invoice

Here is a video showing you how to do this.