Payments

Peasy helps you track money coming in from customers and money going out to vendors. You can accept online invoice payments, record offline payments, and pay vendor bills by ACH without leaving the bill workflow.

Before your customers can pay invoices online, or before you can pay vendor bills by ACH from Peasy, you need to set up Peasy Payments. This verifies your business and connects the bank accounts Peasy can use for payment activity.

When your customers receive an invoice from Peasy, they can choose how to pay online. Peasy also lets your team record offline payments and pay vendor bills by ACH.

Once you start using Peasy Payments, you'll want to see what's come in from customers, what's gone out to vendors, what's pending, and where your money is. The payment settings area gives you a view of that activity.

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.

Use Record an external payment when money moves outside Peasy Payments — for example, a check in the mail, a bank transfer, or a manual ACH. Request payment with Peasy and Pay with Peasy are payment actions; check, cash, ACH, wire, and card describe how the money moved.