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Accept Payments from Clients

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Written by Gavin Zuchlinski

Breely gives you several ways to accept and record payments from clients.

Before accepting online payments, you'll first need to connect a payment processor. See the Payment Processing help article for setup instructions.

Ways to accept payment

  • Clients can pay online when booking their own appointments or completing forms that require payment.

  • Clients can pay an appointment balance from their confirmation page by selecting Pay $X.

  • Admins can take a payment by opening an appointment or client and selecting Make Payment.

  • Send an invoice for a client to pay online. Learn more in the Invoicing.

  • Accept payment in person and record the payment in Breely as an offline payment. Learn about Offline Payments.

If an admin books an appointment on behalf of a client, the client can still pay afterward from their confirmation page or by being sent an invoice.

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