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Connect your services

Card payments, your books, couriers and automations, each set up once.

Take card payments

Customers pay by card, Apple Pay or Google Pay from their link, and Afterpay or Klarna if you like. About 5 minutes.

Settings, Payments: when invoices are made
Settings, Payments: when invoices are made. A made-up example shop.
  1. Connect Stripe Settings, Payments, then Set up with Stripe. Stripe asks for your business and bank details. The money goes straight to your own Stripe account, and we add no fee on top of Stripe's.
  2. Pay by card and deposits Tick Show Pay by card on invoices, and choose a deposit for when a quote is approved online: none, 25%, 30%, 50% or the full amount. For regulars you trust, tick No deposit needed on the customer.
  3. When invoices are made On the same page, choose when invoices make themselves: when a job reaches a stage, when the quote is approved, or only by hand.
  4. Pay later, if you want it Card, Apple Pay and Google Pay work straight away. For Afterpay or Klarna, follow the link to your Stripe payment methods and turn them on.

Xero, QuickBooks or MYOB

Invoices, customers and payments go into your books by themselves. About 4 minutes.

  1. Connect once Settings, Accounting, then Connect next to Xero, QuickBooks Online or MYOB Business, and sign in there.
  2. Choose the accounts Pick where sales are recorded and the bank account payments go to.
  3. It keeps itself up to date New invoices, customers and payments are sent every few minutes. Payments matched in Xero or QuickBooks come back as paid.
  4. Another system? Download a file of invoices for any other system from the same page.

Couriers and tracking

Book with Shippit from the job, or type in any courier's tracking number. About 3 minutes.

Sending a job: what's going in it, the courier and tracking
Sending a job: what's going in it, the courier and tracking. A made-up example shop.
  1. Any courier, by hand Nothing to set up. On a job that's ready to go, choose the courier, add the tracking number and press Mark sent. Customers see it on their link with a tracking button.
  2. Or connect Shippit Settings, Couriers. Paste your Shippit API key (in Shippit, under Settings, Integrations) and press Connect. Only the last few letters of the key are ever shown.
  3. Compare and book On the job, check the address and parcel, press Get prices, pick one and press Book with Shippit. Print the label and book the pickup. Tracking updates by itself.

Automations and Zapier

Follow-ups and customer emails that send themselves, and links to other apps. About 4 minutes.

Automation rules switched on, with what each has done
Automation rules switched on, with what each has done. A made-up example shop.
  1. Customer emails are on from the start New shops start with emails for proofs, finished orders and invoices. Switch any of them off in Automations.
  2. Switch on ready-made rules Turn on rules like following up quotes with no answer, or telling the team about web orders. Change the words and the days to suit you.
  3. Make your own Press New rule, choose what starts it, like a quote being approved or a job moving, and up to three things to do: email, text, move the job or add a note.
  4. Zapier On Pro, or as an add-on on Shop: Settings, Zapier, make a key, and paste it into Zapier to start Zaps when a quote is approved, a job moves or an invoice is paid.