Payment methods

You decide which payment options to offer. Whatever you turn on in Settings → Payments shows on each customer's project portal, right next to their invoice.

1. 1Go to Settings → Payments (Owner and Operations only).
2. 2Turn on online card payments and/or add your Venmo, Cash App, Zelle, and check-by-mail details.
3. 3Save. Customers now see those options when they open an invoice in their portal.

No. You connect your own accounts, so payments go straight to you — Managolio never touches the money and adds no fee on top of what your providers charge. For card payments that means your own Stripe account's standard processing rate, paid to Stripe, not us. Your only cost from Managolio is the flat monthly subscription.

Card payments run through Stripe Connect using your own Stripe account, so funds settle directly to you.

1. 1Go to Settings → Payments and click Connect with Stripe.
2. 2Follow Stripe's quick setup to link (or create) your free account.
3. 3Once Stripe finishes verifying you, customers get a 'Pay by card' button on their invoices.
4. 4Card payments post instantly and mark the invoice Paid — no manual entry.

Bookkeeping, minus the double entry. Connect your QuickBooks Online company and your books stay in sync automatically — every invoice you send, and every payment or refund you record, is written into QuickBooks for you.

1. 1Go to Settings → Payments and click Connect QuickBooks, then sign in with Intuit.
2. 2Invoices you send are created in QuickBooks automatically — re-sending updates the same invoice, never a duplicate.
3. 3Payments and refunds you record in Managolio, including card payments through Stripe, are booked into QuickBooks too.
4. 4Payments you record inside QuickBooks itself sync back — Managolio marks the invoice paid here too.
5. 5Disconnect anytime — your books stay put.

These are the fastest to set up — you're just sharing your handle.

1. 1In Settings → Payments, enter your Venmo (@handle), Cash App ($cashtag), or Zelle (email or phone).
2. 2Customers see a pre-filled Pay button (Venmo and Cash App) or copyable details (Zelle) on their invoice.
3. 3Leave a field blank to hide that method. These don't confirm automatically, so record the payment when it arrives.

Add who checks are payable to and the mailing address in Settings → Payments, and customers will see clear 'mail a check' instructions on their invoice.

Use the optional instructions field in Settings → Payments for anything customers should know — 'Net 30', 'include your project number', and so on. It shows alongside the payment options.

Card payments mark the invoice Paid automatically. Payments you record inside QuickBooks sync back and mark the invoice paid here too. Venmo, Cash App, Zelle, and checks aren't confirmed automatically — open the invoice and Record a payment so the invoice and project stay accurate.