Overview

Payment settings control how you receive payments from customers and how BlueClerk integrates with your accounting software. Set up Stripe for card payments and connect to QuickBooks, Xero, or FreshBooks for seamless bookkeeping.

Stripe Payment Processing

Connecting Stripe

Stripe lets you accept credit card payments on invoices:

Go to Settings > Payments
Click "Connect Stripe"
Follow the Stripe setup (create account or link existing)
Complete verification (identity and bank info)
Return to BlueClerk

Stripe Account Status

After connecting, you'll see:

Account Connected: Your Stripe account is linked
Charges Enabled: You can accept payments
Payouts Enabled: Money can be deposited to your bank

Managing Your Stripe Account

View Stripe Dashboard: Click to open your Stripe dashboard
Update Information: Make changes in Stripe directly
Disconnect: Remove the Stripe connection if needed

Stripe Fees

Standard Stripe fees apply (typically 2.9% + $0.30 per transaction). These are deducted from payments before payout.

Accounting Integrations

Supported Platforms

BlueClerk integrates with:

QuickBooks Online: Popular for small businesses
Xero: Cloud accounting platform
FreshBooks: Invoicing and accounting

Connecting QuickBooks

Go to Settings > Integrations
Click "Connect QuickBooks"
Sign in to your QuickBooks account
Authorize BlueClerk to access your data
Configure sync settings

Connecting Xero

Go to Settings > Integrations
Click "Connect Xero"
Sign in to your Xero account
Authorize the connection
Configure sync settings

Connecting FreshBooks

Go to Settings > Integrations
Click "Connect FreshBooks"
Sign in to your FreshBooks account
Authorize BlueClerk
Configure sync settings

Sync Settings

What Syncs

Configure what data transfers to your accounting software:

Customers: Sync customer records
Invoices: Send invoices when created/paid
Items: Sync your service catalog
Payments: Record payments received

Sync Options

Auto-Sync: Automatically sync when invoices are sent or paid
Manual Sync: Sync on demand
Initial Sync: Import existing data

Field Mapping

Map BlueClerk fields to your accounting software:

Customer fields (name, email, phone)
Invoice fields (number, date, items)
Item fields (name, price, category)
Tax rates

Payment Terms

Default Terms

Set default payment terms for invoices:

Due on Receipt: Payment expected immediately
Net 10: Due 10 days from invoice date
Net 15: Due 15 days from invoice date
Net 30: Due 30 days from invoice date

Per-Customer Override

Individual customers can have different terms:

Go to the customer's profile
Open Settings tab
Set their specific payment terms

Tax Settings

Default Tax Rate

Set your standard tax rate:

Go to Settings > Invoicing or Payments
Enter your tax rate (e.g., 8.25%)
Save

This applies to taxable items on invoices.

Tax Exemptions

Some customers may be tax-exempt:

Set per-customer in their profile
Invoices to exempt customers skip tax
May require documentation

Viewing Payment History

In BlueClerk

Invoices page shows payment status
Individual invoices show payment records
Reports summarize revenue and payments

In Stripe

Stripe Dashboard shows all transactions
Payout history tracks deposits
Dispute management for chargebacks

Tips

Connect Stripe early - it can take days for verification
Choose an accounting integration to reduce double-entry
Set realistic payment terms for your business
Review sync logs periodically for errors
Keep tax rates updated

Common Questions

Q: Can I use multiple payment processors? A: Currently only Stripe is supported for card payments. You can record other payment methods manually.

Q: Will disconnecting Stripe lose my data? A: No, historical records remain. You just can't accept new card payments until reconnected.

Q: How often does accounting sync happen? A: With auto-sync, it happens when invoices are sent or marked paid. Check sync logs for timing.

Q: What if sync fails? A: Check the sync log for errors. Common issues: expired authorization, deleted items, network problems.

Payment Settings