Would you like to accept payments for services and events through your booking website? Activate them, get paid in advance, and reduce no-show.
To activate payments, open the Sales tab and click on the Set up payments button. In the next steps, fill in your business details, set up your taxes, and select the payment methods you want to use.
1. Company details
First, fill in the Account Type (whether you have a business, or are a sole proprietorship), which will be used to match the other fields you will need to fill in.
For organization:
Company Name
Billing address (street, city, zip code)
Business ID, Tax ID
VAT number (optional)
For sole proprietorship:
Your name and surname
Billing address (street, city, postal code)
Business ID, Tax ID
VAT number (optional)
ATTENTION: The information that must be filled in for each type of account may vary depending on the country where you do business. If you don't see some of the details mentioned or they are called differently, that's okay. However, please contact our Customer Care team if you think this is an error.
At the bottom of the page, everyone (regardless of account type) will be able to set the invoice sequencing:
in the first field, enter the required prefix number that will be on all invoices,
in the second field, choose how many numbers you want the invoice to have after the prefix number, you can choose from three to nine,
in the last field, you will see a preview of the numbering you have set.
If you want your invoice prefixes to change automatically according to the current date, see this guide, which goes into detail about setting up invoice sequencing.
2. Tax rates
If you are a VAT payer, you need to set the tax rates in the next step. If different types of tax rates apply to your products and services, you need to set them up all separately. Later, when setting up products, you choose from the tax rates set up in this step (you can also set the created tax rate as default).
If you run a business in an EU country or the UK, the tax rates are automatically filled in.
If you don't know how to set up your tax rates, read this guide for all the information you need about them.
3. Payment options
In the next step of the activation process, choose payment preferences and payment methods.
Below the Payment preferences sign, you can choose how you want to receive payments. Choose whether you require payment in advance or whether prepayment will be optional for customers.
For Payment methods, choose from:
Card payments
Cash payments
Other (additional alternative payment methods)
If you want to accept payments via your business's booking website or require payments in advance, activate Card Payments. In addition, you can also enable other options, of course.
4. Type of industry
You will then see a menu of industry types - select the ones you think your business fits in. Some options will open up another list from which you have to choose.
Not sure about choosing the right type of industry? Follow this guide to find all the important information.
5. Payout details
Now fill in the details of your bank account where you want to receive the money.
6. Identity verification
In the last step of the activation process, you must verify your identity. Click on the Start Verification button, fill in all the necessary information, and provide the required documents. At this point you go to the payment facilitator's website, but you have nothing to worry about, all the data you provide will be perfectly secure.
Once you have filled in all the necessary information, you will see a sign Verification pending, which may take up to 3 business days, but in most cases, verification will take place immediately. Once it is complete, you will see a Verification Successful on this page. Please note that unfortunately payments cannot yet be accepted during the verification process.
What should I do if authentication fails?
If you see the Verification failed message in the Sales tab - Payments, you will need to perform authentication again. Click on the Try again button to correct errors or fill in missing documents or information.
When setting up payments, such as specific tax rates, it is always necessary to act and proceed based on the legislation of the country in which you are doing business.