How to Set Up Payments

Make it easy for clients to pay for services directly through your website.

Jane Yoon avatar
Written by Jane Yoon
Updated over a week ago

πŸ‘‰ Streamline your business by requesting and accepting payments through the Topline Pro app. No more delayed checks in the mail, your clients will be able to pay for your services directly on the website by using a credit or debit card.

1. From your Topline Pro home page, select the Payments icon on the top right of the screen (it looks like a credit card).

2. Select Get Started.

3. Select your business type: Company (if you have a tax ID also called an EIN) or Individual (if you have not registered yet as a business entity).

4. Select Next.

5. Enter your email and phone number and select Continue.

6. You will receive a verification code via text. Enter it on the screen.

7. Verify your personal details and select Continue at the bottom.

8. Choose your industry, then select Continue.

9. Let us know what account that your payments should be made to.

10. Review your details and select Agree and submit.

11. You will have additional steps in which you will provide your social security number and an identification document. Once you have completed those steps, you will arrive on the Complete Setup screen. The first thing you will need to do is decide who will pay the payment processing fee that is charged by the payments company (Stripe is the payment company). Select that you will pay or your customers will pay.

12. Select when payments are due.

13. Choose whether or not to add taxes.

14. The last two options are whether you want a payment link to appear on your website and whether you want Topline Pro to automatically send payment reminders if not received in 7 days. Make changes as needed and then select Complete at the bottom.

πŸ’‘ Next Steps

Need to send a payment reminder? Follow the steps here.

🀝 Need Further Support?

If you have any questions, we're always available by phone and text at 857-365-6868 or by email at [email protected].

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