Accepting Payments Online
Clientary allows your clients to conveniently pay you online. To enable this feature, you'll need to turn on payment integration. For this, we integrate with many third parties, including PayPal, Authorize.Net and Stripe.
Please note that all third party payment processors will charge a fee for ...
ACH Payments (through Stripe)
Clientary allows you to collect payments through ACH (also known as Direct Debit or Electronic Checks) from clients in countries within the US. ACH integration requires that your Clientary account is connected to Stripe (under Account > Payment Integrations) and furthermore requires that you o...
Deposits and Retainers
A common workflow for Clientary users is invoicing for an upfront contract or retainer and then tracking time against the remaining retainer amount.
This is easily accomplished in Clientary using this workflow:
(Optional) Create an Estimate for the client detailing the work to be done. Once the...
A recurring schedule in Clientary allows you invoice your clients on a predefined interval. This is particularly useful for things like monthly or yearly invoices.
When you create a recurring schedule, you can choose the "action" for the schedule, which dictates what happens when an invoice is c...
SEPA Payments (through Stripe Sources)
Clientary allows you to collect payments through SEPA from clients in countries within the Single Euro Payments Area. SEPA integration requires that your Clientary account is connected to Stripe (under Account > Payment Integrations) and furthermore requires that you opt-in to allow SEPA payme...