Payments
Send and receive payments via ACH or card, manage bills and invoices, track payment status, and reconcile balances.
Payments Overview
Peasy lets you accept payments from customers directly through your invoices. When you send an invoice, your customer gets a link to pay online — no need for them to call, mail a check, or use a separate payment service.
Setting Up Payments
Before your customers can pay invoices online, you need to set up payment processing. This involves verifying your business and connecting a bank account where your funds will be deposited.
Payment Methods
When your customers receive an invoice from Peasy, they can choose how to pay. Here's what's available.
Payment History and Ledger
Once you start accepting payments, you'll want to see what's come in, what's pending, and where your money is. The payment settings area gives you a view of all your transactions.
How Customers Pay
When you send an invoice from Peasy, your customer gets a simple, secure way to pay online. Here's what the experience looks like from their side.
Recording a Payment
Use Record Payment when you receive money outside of the Peasy online payment system — for example, a check in the mail or a bank transfer. Recording the payment updates the invoice balance so your records stay accurate.
