Skip to main content
Let customers pay your invoices by card. You connect your own Stripe account — the money goes straight to you — and create a payment link for any invoice you’ve sent. When the customer pays, Taskezy records the payment against the invoice automatically.

Connect Stripe

1

Open Integrations

Go to Settings → Integrations and find the Stripe tile. An Owner or Manager can do this.
2

Sign in to Stripe

Click Connect and sign in to your Stripe account — or create one. Approve the connection.
3

You're ready

Back in Taskezy, the tile confirms you can now add a payment link to any sent invoice.
In the app — open the invoice and click Payment link, then Create a payment link. Choose the full balance or part of it, and copy the link to send to your customer. On WhatsApp — ask Tia: “make a payment link for INV-2026-0231”. She sends you the link to forward to your customer. (Tia never messages your customers herself.) A few rules:
  • Links are for tax invoices you’ve sent that still have a balance to pay — not for quotes or proformas.
  • If an invoice already has an open link, you get the same link back rather than a second one.
  • A link shows as Open, Paid, Expired or Void. Once it’s open, the invoice’s button changes to View payment link.

When the customer pays

You don’t need to do anything:
  • The payment is recorded against the invoice (PAY-2026-0198), and the invoice’s balance goes down.
  • Stripe’s fee is recorded as an expense, so your books show what you actually received.
  • If you refund a payment in Stripe, that’s recorded too.

What’s next