Short answer
Yes. You can create and send invoices with no payment processor connected. The client sees the invoice in the portal and by email but has no Pay Now button, so they pay you the way they always have. When the money arrives, open the invoice in Billing and click Record Payment, then choose Cash, Check, Wire Transfer, Money Order, Credit Card (Manual) or Other. If one processor turned your application down, you can apply to another of Stripe, Square or PayPal and connect it later under Settings, Integrations; Pay Now then appears on new and open invoices.
Step by step
- Create and send the invoice from Billing as usual.
- When the client pays, open the invoice and click Record Payment.
- Enter the amount, choose the payment method, add a reference number if asked, and save.
- To take card payments later, connect Stripe, Square or PayPal under Settings, Integrations.
Good to know
- AveeCare does not approve or decline payment applications. Stripe, Square and PayPal each decide on their own, so a no from one does not mean a no from another.