Before you start: Make sure Invoice outside Taskly is turned Off in Settings → Payment Settings — this is the default. If it's on, invoice and payment settings won't be visible and Taskly won't generate invoices. Learn more about invoicing options.
If you want to accept credit card payments, Taskly uses Stripe, which gives your customers a range of payment options including Afterpay, Klarna, Google Pay, Apple Pay, and NZ bank debit, all enabled automatically once you're set up.
From the Taskly dashboard, press Setup Payments
This will start the Stripe setup process. Follow the steps on screen. This generally takes around 15 minutes.
At the end you'll be directed to your Stripe Dashboard — this confirms your account is set up correctly.
Back in Taskly, the Setup Payments tile on your dashboard will be marked as done.
You can access your Stripe Dashboard at any time from Settings to track online payments and upcoming payouts to your bank account.
If you skip Stripe setup, make sure you add your offline payment instructions below so customers still have a way to pay their invoices.
Taskly allows you to pass credit card and bank debit fees on to your customers, which can help offset the cost of offering online payment options. This setting only applies once Stripe is connected.
Go to Settings → Payment Settings
Under Online payments, toggle Pass on card and bank debit fees on or off
Press Save Changes
If you want to accept cash or bank transfer payments, either alongside or instead of Stripe, you can add your offline payment instructions so they appear to customers on their invoices.
Go to Settings → Payment Settings
Under Offline Payments, select Enable
Enter your payment instructions, e.g. your bank account number and reference instructions
Press Save Changes
These instructions are shown to customers when they select an offline payment option at checkout. Check the preview to make sure they look right before saving.
If you use Xero for accounting, you can connect Taskly so that invoices and Stripe payments sync across, saving you significant time on reconciliation. Learn how to set up the Xero integration.
