Table of contents
1. Introduction
Streamlining your invoicing and payment processes is vital for maintaining a seamless business operation. Cone simplifies this by offering robust payment integration options
2. Benefits of enabling payments with Cone
Flexibility
Opt to set up a new payments account directly Cone or integrate your pre-existing Stripe or GoCardless accounts. This flexibility ensures that you can leverage Cone's payment integration feature regardless of your current setup
Enhanced payment efficiency
Direct integration streamlines the invoicing process. Generate invoices in Cone and have them paid directly through your preferred payment gateway, reducing administrative overhead
Client convenience
Provide your clients with a straightforward, secure way to fulfill their payments, directly through the invoices they receive
Real-time updates
Payment statuses are updated within Cone, offering you real-time insight into which invoices have been paid and which are still pending, aiding in accurate financial tracking
3. Supported payment processors
Cone supports integration with Stripe and GoCardless . You can create a payments account with Cone, or bring your existing Stripe or GoCardless account
4. Adding a payment integration
You can add payments integration with Cone by heading to Settings -> Integrations. You can find payment processors to integrate under Payment section
You can find more information about payment integrations here
5. Payment settings
Once you've enabled payments integration in Cone, a suite of settings becomes available to customize your proposal and invoicing experience. These configurations ensure your financial interactions are as smooth and efficient as your workflow demands
Streamlined proposals
Specify if you wish to collect payment details upfront before a proposal is accepted, enhancing the readiness for immediate billing upon agreement. You can manage these settings as described here
Automated invoicing
Activate auto charging to seamlessly bill clients according to the terms outlined in your proposals, reducing manual follow-up efforts
Enhanced invoice details
Include payment links directly within your invoice, offering clients a clear, immediate path to fulfillment of their financial obligations