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.
Send a payment link
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
- Which document to use — invoices, deposits and payments.
- Sales — from quote to paid.