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Adding your preferred way to get paid
Adding your preferred way to get paid
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

Select your preferred currency and payment methods so you can get paid quickly and easily. You can override your choices in individual documents as needed.

Check out this short video to get started, or learn more down below.


Access your payment options by clicking your avatar in the top right corner and then selecting 'Account settings'.

Once you are on the account settings overview page, click the 'Getting paid' tab on the left to get started.

Currency

Click the currency drop-down to select which currency you'd like to be displayed in your invoices, contracts, and proposals.

Payment methods

Bill with the internet’s most trusted online payment solutions and give your invoice recipients multiple options when they pay. Accept top credit and debit cards, wire transfers, direct deposits, checks, and more.

Simply select which payment methods you'd like to make available for clients. Any checked payment methods will appear as defaults for new invoices.

Indy does not charge any processing fees on top of those from the payment processors, Stripe and PayPal. Stripe and PayPal are integrated into Indy for your convenience. Your clients can easily pay their invoices without leaving Indy.

Zelle, wire transfer, and mailed checked are not integrated into Indy. Your clients will be provided with your payment information and will need to pay the invoice outside of Indy.

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