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Tap to Pay settings

You can change your Tap to Pay settings in the app via More > Invoice and quote settings > Invoice payment settings.

Change the bank account where payments are deposited

After you've set up Tap to Pay, you can update the bank account where payments are made.

  1. Tap More.

  2. Tap Invoice and quote settings then Invoice payment settings

  3. Tap Settlement bank account. If prompted, sign in with your app details.

  4. Next to your bank account, tap Edit.

  5. Enter your new bank account details.

  6. Tap Save.

  7. Scroll to the bottom of the page and tap Save again.

Changing direct deposit bank details

If you want to change the direct deposit bank details shown on your invoices too, go to More > Invoice and quote settings > Invoice payment settings, then scroll down to Other payment options and tap Edit direct deposit.

Change the categories for Tap to Pay payments and fees

When you set up Tap to Pay, you'll set a Payment category and Fee category. These are categories in the app that take care of the accounting side of your Tap to Pay payments and fees.

It’s unlikely you’ll need to change these. For example, you may want to change your payment category if you open a new bank account for your business.

  1. Tap More.

  2. Tap Invoice and quote settings then Invoice payment settings.

  3. Tap Settlement bank account. If prompted, sign in with your app details.

  4. Scroll down to Record payments and change the Payment category or Fee category as required. Typically, businesses use a bank account category to record payments and an expense category to record fees.

  5. Scroll to the bottom of the page and tap Save.

Change who pays the Tap to Pay transaction fee

When you take a payment with Tap to Pay, there is a transaction fee ($0.30 + 1.6% of the invoice value) for all payments that you can pay or pass on to your customer. To change who pays:

  1. Tap More.

  2. Tap Invoice and quote settings then Invoice payment settings.

  3. Tap Settings. If prompted, sign in with your app details.

  4. Under Settings, tap Tap to Pay.

  5. Under Surcharging, choose who pays the surcharge.

  6. Tap Save.