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Online Payments

Get Paid 4x Faster

Let clients pay invoices online with credit cards, PayPal, or bank transfers. Integrated payment processing means less chasing, fewer late payments, and healthier cash flow for your business.

PCI-compliant
256-bit SSL
Bank-level security
Payment ActivityLast 30 Days
Total Collected
$24,680.00
+31%
14
Paid
3
Pending
1
Overdue
Recent Payments
A
Acme Corp
Visa ****4242 · 1 hour ago
+$3,500.00
Completed
T
TechStart Inc
PayPal · Yesterday
+$2,100.00
Completed
D
DesignPro LLC
ACH Transfer · 2 days ago
+$4,800.00
Completed
G
Global Media
Mastercard ****8891 · 4 days ago
+$1,280.00
Pending

Every Tool You Need to Get Paid on Time

From payment processing to automatic reconciliation, CloudBooks handles the entire payment lifecycle.

Multiple Payment Methods

Accept credit cards via Stripe, PayPal, and ACH bank transfers. Give your clients the flexibility to pay however they prefer, from anywhere in the world.

Auto-Reconciliation

When a client pays, CloudBooks automatically matches the payment to the invoice, updates the status, and sends a receipt. Zero manual bookkeeping required.

Payment Reminders

Set up automated reminders for overdue invoices. CloudBooks sends polite nudges at intervals you choose, so you never have to chase payments manually.

Client Payment Portal

Clients get a branded portal where they can view invoices, make payments, and download receipts. A professional experience that builds trust.

Accept Credit Cards and Debit Cards

Connect your Stripe account and start accepting Visa, Mastercard, Amex, and more directly from your invoices. Clients see a secure payment button on every invoice. One click, card details, done. You get paid instantly, and the money lands in your bank account on your schedule.

  • Stripe integration with support for all major cards
  • Secure PCI-compliant payment processing
  • Instant payment confirmation and receipts
  • Customizable payout schedules to your bank
Pay Invoice #INV-0042
$3,250.00
Due: Aug 15, 2025
Credit / Debit Card
Visa, Mastercard, Amex
PP
PayPal
Pay with your PayPal account
ACH
Bank Transfer
ACH direct debit
Pay $3,250.00

PayPal and Bank Transfer Support

Not every client wants to pay by card. CloudBooks integrates with PayPal for global payments and supports ACH bank transfers for domestic clients. Offer the full range of payment options so clients never have an excuse to delay.

  • PayPal integration for worldwide payments
  • ACH bank transfers for US-based clients
  • Wire transfer instructions on invoices
  • Multi-currency support for international billing
Accepted Methods
Stripe
Cards, Apple Pay, Google Pay
Connected
PayPal
Global payments in 200+ markets
Connected
ACH Transfers
US bank-to-bank payments
Connected
Wire Transfer
International wire instructions
Setup

Automated Payment Matching and Reconciliation

Forget manual spreadsheet reconciliation. When a payment arrives, CloudBooks automatically matches it to the correct invoice, marks it as paid, updates your revenue reports, and sends the client a receipt. Partial payments are tracked too, so you always know the outstanding balance.

  • Automatic invoice-to-payment matching
  • Partial payment tracking with remaining balances
  • Real-time revenue and cash flow updates
  • Detailed payment history per client
Auto-Reconciliation
Payment received$3,500.00
Matched to INV-0042 · Acme Corp
Auto-actions
Invoice marked as paid
Receipt sent to client
Revenue report updated

Smart Reminders and Client Portal

Reduce overdue invoices by up to 50% with automated payment reminders. Set your schedule — 3 days before due, on the due date, 7 days overdue — and CloudBooks handles the rest. Clients access a branded portal to view all their invoices, make payments, and download receipts.

  • Customizable reminder schedules and messaging
  • Branded client portal with invoice history
  • Self-service payment from the portal
  • Receipt download and payment confirmation
Payment Reminders
3 days before due
Aug 12
Sent
On due date
Aug 15
Sent
7 days overdue
Aug 22
Scheduled
14 days overdue
Aug 29
Scheduled

How It Works

Set up online payments once and start getting paid faster today.

1

Connect a Payment Gateway

Link your Stripe or PayPal account in minutes. CloudBooks walks you through a simple setup wizard.

2

Send Invoices with Pay Buttons

Every invoice you send includes a secure online payment button. Clients click, pay, and you get notified instantly.

3

Get Paid and Reconcile Automatically

Payments match to invoices automatically. Your books stay clean, and you get paid up to 4x faster.

“Before CloudBooks, our average payment time was 28 days. After enabling online payments, it dropped to 5 days. The auto-reconciliation alone saves our bookkeeper 8 hours a week. It paid for itself in the first month.”
Sarah Mitchell
CFO, Horizon Creative Group

Ready to Get Paid Faster?

Join 30,000+ freelancers and small businesses who use CloudBooks to create invoices, track expenses, and manage their finances effortlessly.

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