Summary
The video demonstrates the process of sending invoices to clients and enabling them to make payments directly from the email. It covers setting up the inbox for invoices, configuring receive payments settings, and creating a Strike account for receiving payments. Viewers are guided on selecting accounts for clients and income, setting transaction fee percentages, editing and sending invoices to clients, confirming payment receipt, and processing payments securely by entering credit card information.
Sending Invoices to Clients
Covering the process of sending invoices to clients and providing the option for them to make payments directly from the email.
Creating Inbox for Invoices
Starting by setting up the inbox for invoices and configuring the receive payments settings.
Creating a Strike Account
Guidance on creating a Strike account for receiving payments from clients.
Selecting Payment Accounts
Choosing the accounts for clients and income and setting the percentage fee for transactions.
Editing and Sending an Invoice
Selecting an invoice, editing it, and sending it to the client for payment.
Verifying Invoice Receipt
Checking that the client has received the invoice and proceeding to payment confirmation.
Making the Payment
Entering credit card information and security code to process the payment.
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