Accept card payments in Okason
To accept card payments in Okason, you connect Stripe once in Settings. That is the whole setup. After it, every invoice you email carries a pay link. Your customer pays by credit or debit card from their phone or laptop, and a few minutes later the invoice marks itself paid. You never key in a card yourself, and Okason adds no markup to Stripe’s processing fees.
Before you start
- You need to be the Owner. Only the Owner can change company settings.
- Have your business and bank details handy. Stripe asks for these during setup, not Okason.
- Your customer needs an email address saved in Okason. That is how the invoice and its pay link reach them.
- Set aside a few minutes. You do this once, and every invoice you send after it is covered.
Steps
Go to Settings, then Payments. The Stripe — card card shows Not connected.
Click Connect Stripe. Okason hands you to Stripe, who ask about your business and where to pay your money out. It is about six screens. Stripe checks these details, not Okason, and Okason never sees your bank login.
When Stripe is done it sends you back to Settings, Payments. You should see “You’re connected. Stripe can charge a card now, so invoices you send carry a Pay online link.” The Stripe — card card now reads Connected, with Manage in Stripe beside it. There is nothing to save — you are ready to get paid.
Now build an invoice as usual. On the last step, 5. Send, a green line reads “Stripe connected — customer can pay by card online.” That is your confirmation the pay link is going out with it. Click Send Invoice. Okason takes you back to your invoices and confirms the invoice was sent.
Your customer gets the email with the invoice PDF attached and a Pay Now button. The button opens their invoice: your business name at the top, the work, the tax, and a green Pay button with the amount on it. There is no account to create and no password.
They click the pay button, enter their card on Stripe’s secure page, and land on a thank-you page — “Paid in full” with the amount, the invoice number and a Download PDF copy for their records. Their receipt follows by email.
Back in Okason, the invoice moves to PAID on its own. The Balance falls to zero, and Activity records the payment, so you can see when it was sent, viewed and paid.
Scroll down and the payment has its own line under PAYMENTS, with its number, a Stripe tag and the amount. That is your record that the money is on its way to your bank.
Tip
Set this up before your next billing day, not halfway through one. It is one job, once, and every invoice after it can be paid by card.
Troubleshooting
How long before the invoice shows as paid?
Give it a few minutes. Stripe tells Okason once the card has cleared, and the invoice updates itself. Reload the invoice if you are watching it. Okason will not ring or email you when a customer pays, so check the invoice or your Activity list.
Where do I find the pay link again?
Open the invoice and look at the Balance card. Copy pay link gives you the same page your customer got in their email. Paste it into an email, or pull it up on your phone and hand it over on the spot.
Does my customer need an Okason account to pay?
No. The pay link opens their invoice with no login and no password. They enter their card and they are done.
What can my customer pay with?
Credit or debit card. The pay page says Credit or debit card under the button. Cash and check are still fine too — you record those yourself when they arrive.
What does Okason charge for card payments?
Nothing on top. Stripe charges its own processing fee and Okason adds no markup to it. See pricing for what your plan costs.