How Customers Pay

PaymentsUpdated July 27, 2026 · Reviewed by Peasy Team

When you send an invoice from Peasy, your customer gets a simple, secure way to pay online. Here's what the experience looks like from their side.

How to Get There

Go to Sell > Invoices in the sidebar, open an invoice, then use Send Invoice to access the customer payment flow. You can also send an invoice from the invoice actions on a customer order.

The Customer Experience

  1. They receive an email with a link to view their invoice.
  2. They click the link and land on a payment page branded with your company name and logo.
  3. They review the invoice — line items, quantities, prices, subtotal, discounts, shipping, and total.
  4. They choose a payment method — Bank transfer or credit/debit card.
  5. They enter payment details and confirm.
  6. They get a confirmation that their payment was submitted.

The whole process takes just a couple of minutes. No account creation required — they just click, review, and pay.

If the email address you sent the link to already has its own Peasy account, the link won't sign them in to it. They'll see a prompt to sign in to Peasy first, then open the link again. A customer who never set a password can use Forgot password? on the sign-in page to set one.

Customers can also click View invoice on the payment page to open the invoice PDF before they pay.

Security

  • The payment link uses secure authentication — only the intended recipient can access it.
  • Payment details are handled by our payment processor and are never stored in Peasy.
  • The payment page works on any device — desktop, tablet, or phone.

After They Pay

Once the payment processes:

  • The invoice status updates to Paid in your Peasy account
  • The customer sees a confirmation on their end
  • If automatic reminders were set up, they stop for that invoice

Good to Know

  • Customers don't need a Peasy account to pay — the payment link is all they need.
  • If a payment fails (card declined, etc.), the customer can try again using the same link.
  • You can resend the invoice email anytime from the Invoices page if the customer lost the original.

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