Setting Up Payments in Taskly - Taskly Docs

Setting Up Payments in Taskly

The following guide outlines how to set your account up to accept payments via credit card, and how to add your bank account details using Taskly.

Setting up payments in Taskly is critical. If you have not completed the following steps, you will be unable to send quotes using Taskly.

Credit Card payments are highly recommended using Taskly. Taskly leverages Stripe which allows you to offer a range of payment options to your customers including Afterpay, Klarna, Google Pay, Apple Pay and more. These options will be automatically enabled for you once you have configured credit card payments.

Setup Credit Card Payments

From the Taskly dashboard, click Setup Payments
This will initiate the Stripe Creation process. Follow the steps on-screen. This will generally take about 15 minutes.
At the end of the process, you'll be directed to your new Stripe Dashboard. This is confirmation your account has been set up correctly. The Setup Payments widget on your Taskly Dashboard should now be ticked.
The Stripe dashboard can be used to track all online payments for your bookings, and payouts that are due to your bank account. You can access the dashboard at any time directly from your Taskly Settings.
In the original tab, your Setup Payments tile will now be marked as done. Taskly also allows you to pass on credit card surcharges to your customers if you wish to do so. You can do this in your Payment Settings.

Enable/Disable Credit Card Surcharge

Taskly allows you to pass on credit card surcharges to your customers. This can be a very useful way to offset the cost of online payment options, while providing your customers with convenient ways to pay should they wish to use them.

Go to Settings and then select Payment Settings
Turn on/off the Pass on card and bank debit fees
Press Save Changes

Add/Edit Bank Account Details for Offline Payments

Go to Settings and then select Payment Settings
In Offline Payments select Enable
Add your offline payment instructions, e.g. your bank account details.
Instructions are shown to customers when they select offline payment options (cash, bank transfer, etc.). Double check they are correct in the preview.
Press Save Changes