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How Do I Manage My Payment Method Options?

Follow these steps to manage your payment methods.

B
Written by Brittany
Updated over a month ago

Step 1: Go To Your Payment Settings

  • Go to your Studio Manager Dashboard, then click on the More tab.

  • From the drop-down list, click on Payment Settings.

  • On the Settings page, you can set up payment gateways or use other payment options.


Article Section Links:

​- Using Stripe as a Payment Gateway

- ​Using PayPal as a Payment Gateway (Paid subscription only)


- Manual Payment Method Options (Venmo, Zelle, Wire Transfer, etc).

Step 2a: Using Stripe as a Payment Gateway

  • On the Settings page, go to the Payment Methods section.

  • To collect online payments through Stripe as your payment gateway, click on Connect with Stripe.

  • Stripe will open in another tab or window, and type in your email address in the Email Address field.

  • Click on the Submit button.

  • You'll be prompted to login or create your Stripe account. Follow through the rest of the steps to connect your Stripe account to Lightfolio.

Step 2b: Using Paypal as a Payment Gateway

Note: To use Paypal as your payment gateway, you must upgrade to a paid plan.

  • To collect online payments through Paypal as your payment gateway, click on the Activate Paypal button.

  • In the Paypal Email field, type in the email address you use to login to Paypal, then click on the Save PayPal Email button.

Step 2c: Use Other Payment Apps or Options

In the Studio Manual Payments section, there are multiple alternative payment options for you to choose from.

  • To use Venmo, CashApp, or Zelle:

    • Select the Allow Venmo/CashApp/Zelle checkbox.

    • In the field, type in the @Venmo Handle, $CashApp Handle, or Zelle Email/Phone Number for your account.

  • To use Wire Transfer as a payment method:

    • Select the Allow Wire Transfer checkbox.

    • Type in the instructions your client should follow in order to wire funds to your bank.

  • To allow clients to pay offline or through a different service that Lightfolio doesn’t offer:

    • Select the Allow Pay Later checkbox.

    • Type in your instructions to the client in the Instructions field (e.g., "Pay in cash at the shoot.")

Step 3: Enable Payment Options On Your Invoice or Other Document (Optional)

  • To enable the payment method options you’ve set up, create or open the document you want to enable the payment methods for.

  • Click on the Payments item in the Document Builder menu.

  • Under the Payment Methods section, select the payment method checkbox(es) for the options that you want to enable.

  • Your client will now be able to pay through the payment method options you've enabled.

The client's view of the payment option choices for an invoice

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