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Payment Methods Configuration

Payment method settings in Taskip let you control which payment gateways your clients can use when paying invoices and quotations.

Proper setup helps ensure faster payments and a smooth checkout experience.

Settings → Financial → Payment Method

Payment Method Configuration

  1. Choose a payment gateway from the available options:
  2. Click on your preferred payment gateway.

Tip: You can enable multiple payment gateways to give clients flexible payment options.
  1. Enter the required account information.

  1. Click Save Changes to make the payment gateway available to clients.

Note: Only activated payment methods will appear on invoices and checkout pages.