Payment methods

Everything lives in Settings → Payment methods, under Organization → Money. Only the Owner and Operations can open it. Whatever you set up here shows on each customer's project portal, right next to their invoice. Set nothing up and customers see a note asking them to reach out to you to arrange payment.

1. 1Open Settings from your account menu in the top bar.
2. 2In the Organization band, open Money → Payment methods.
3. 3Connect Stripe for online card payments, and fill in the manual methods you use.
4. 4The manual fields save when you choose Save changes. The Stripe and QuickBooks connections save the moment you finish them.

Two kinds. Card is the one way to pay online, and it runs through your own Stripe account. Everything else is instructions you list for the customer: Venmo, Cash App, Zelle, and check by mail. There is no online bank-transfer or ACH option at checkout. You can still take an ACH transfer off-platform and record it on the invoice. QuickBooks is bookkeeping only and is never a way to pay.

No. You connect your own Stripe account, you are the merchant of record, and the money settles straight to your bank. Managolio is never in the flow of funds and adds no fee on top. Stripe collects its own standard processing fee from your account, the same as if you used Stripe directly. Your only cost from us is the monthly subscription.

Card payments run through Stripe Connect on your own account. Stripe handles checkout in USD for US businesses.

1. 1Go to Settings → Payment methods and choose Connect with Stripe under Online card payments.
2. 2Follow Stripe's hosted setup to link or create your free account and give them your business details.
3. 3When you land back in Managolio, your status is re-checked automatically.
4. 4Once the section says you are connected and customers can pay by card, a Pay by card button appears on the invoice in their portal.

Verification can lag a few minutes behind the setup form. Until card payments go live, the section says Stripe may still be verifying your details, and your customers see no card option, only the manual methods you have filled in.

1. 1Choose Finish Stripe setup to go back and clear anything Stripe still wants.
2. 2Choose Refresh status to re-ask Stripe once you think it is done.
3. 3Choose Start over only if you want to drop the connection and begin again.

The customer opens their portal, chooses Pay on the invoice, then Pay by card. Checkout runs on your Stripe account, the money settles to your bank, and the payment is recorded here as soon as the card clears. Nothing to enter by hand. You get an Invoice paid email if that notification is on.

Owners and Operations can send a real card refund from inside Managolio. Open the invoice and choose Refund card payment. Managolio checks with Stripe what each charge can still return and caps the refund at the card money actually collected. Record refund is a different thing: it only writes down money you handed back yourself, and it shows up only when the invoice holds offline money.

Choose Disconnect under Online card payments. Managolio forgets the link, your Stripe account stays exactly as it is, and you can reconnect whenever you want. The Pay by card button disappears from the customer portal right away. Payments already recorded stay on their invoices.

These are the fastest to set up. You are just sharing your handle.

1. 1In Settings → Payment methods, fill in Venmo (@your-handle), Cash App ($YourCashtag), or Zelle (email or phone), then choose Save changes.
2. 2Venmo and Cash App get a Pay button that opens the app with the balance and invoice number already filled in.
3. 3Zelle has no standard pay link, so customers get a Copy button with your details instead.
4. 4Leave a field blank to hide that method.
5. 5None of these confirm themselves, so open the invoice and choose Record payment when the money lands.

Still the go-to for customers avoiding card fees on a large invoice.

1. 1In Settings → Payment methods, fill in Make checks payable to and Mailing address under Check by mail.
2. 2Choose Save changes.
3. 3Customers see both lines on their invoice with a one-tap Copy button.
4. 4Leave both blank to hide the method entirely.

QuickBooks here is bookkeeping only, never a way for a customer to pay. Connect it and the double entry goes away.

1. 1Go to Settings → Payment methods and choose Connect QuickBooks, then sign in with Intuit.
2. 2Every invoice you send is mirrored into QuickBooks. Re-sending updates the same QuickBooks invoice rather than creating a duplicate, and voiding here voids it there.
3. 3Payments and refunds you record in Managolio, card money from Stripe included, are booked into QuickBooks for you.
4. 4Payments and refunds you handle inside QuickBooks are picked up and reflected here.
5. 5Disconnect anytime. Your books stay put.

On an invoice already synced to QuickBooks, the payment has to land in QuickBooks first, so the two ledgers can never disagree. If QuickBooks cannot take it, nothing is saved on either side and you are told so. Try again in a moment, or record the payment in QuickBooks and it will appear here on its own.

If the connection dies, Owners and Operations get a QuickBooks disconnected email with a Reconnect QuickBooks link, so your books never drift quietly. You can turn that alert on or off in Settings → Notifications under Integrations.

Card payments record themselves the moment they clear. Payments and refunds you enter inside QuickBooks sync back and update the invoice here too. Venmo, Cash App, Zelle, and checks are never confirmed automatically. Open the invoice and choose Record payment so the invoice and the project stay accurate.