How to set up online payments

Payment methods define how customers pay your invoices. See how to configure bank transfer details, how to request a GoCardless payment, and how to track payments and allocations.

Open payment methods

1. Select Settings in the left navigation.
2. Open the Payment Methods section.
3. Review bank transfer and online provider options.

Configure bank transfer

1. Enter bank name, IBAN, and BIC details your customers should use.
2. Set payment terms in days so invoices show the correct due date.
3. Save the section so new invoices inherit the payment instructions.

Connect GoCardless

1. Select Connect GoCardless in the online payments area.
2. Complete the provider authorization flow in the window that opens.
3. Return to Fiscora and confirm the connection status shows connected.
4. Use invoice payment actions after a customer mandate is active.