Configure payment methods and review proof of payment

Open Setup → Business → How customers pay to review the payment methods available to your assistant. Enter accurate details for the methods you offer.

For card payments through a connected payment provider, complete the appropriate Apps connection and check the enabled payment abilities. Your Kindclerk subscription pays for Kindclerk; it is separate from the account receiving your customers' payments.

For bank transfers, give customers clear instructions and keep the account details current. When a customer sends proof of payment, a team member must verify it through the business's process. An image of a receipt is not confirmation that money arrived.

Before changing an order to paid, check its amount, reference and payment destination. If proof is unclear or does not match, use the available rejection or follow-up controls and explain what the customer needs to provide.

Test payment links and payment-status updates before relying on them. Never ask customers to send card numbers or security codes in chat.

---

Need more help? Contact support.