Help Center
Answers, organized by what you're trying to do.
Search the Help Center, or browse topics on getting started, invoices, payments, your account, and security.
Getting Started
Create your account, connect Stripe, and send your first invoice.
- Creating your SimplePayment account
- Signing up or signing in with Google
- How the free trial works
- Connecting Stripe to accept card payments
- Sending your first invoice
Invoices
Create, send, and manage invoices — statuses, edits, and expiration.
- Creating and sending an invoice
- Understanding invoice statuses
- What becomes frozen after you send an invoice
- Invoice expiration and automatic reminders
- Cancelling and restoring an invoice
Payments
Card payments, manual payments, fees, and refunds.
- Accepting card payments with Stripe
- Setting up bank transfer, cash, and check instructions
- Recording a manual payment
- Understanding payment fees
- Issuing a full or partial refund
Team & Account
Roles, teammates, and account access.
- Owner, Admin, and User roles explained
- Inviting a teammate
- Managing seats
- Resetting your password
- Removing or suspending a team member
Plans & Billing
Free, Solo, and Team plans, trials, and managing your subscription.
- Free, Solo, and Team plans compared
- What happens when your trial ends
- Monthly versus annual billing
- Upgrading your plan
- Managing your billing subscription
Email & Notifications
Which emails SimplePayment sends, and how to configure them.
- Which emails SimplePayment sends
- Setting your reply-to email address
- Using your own SendGrid or SMTP for outgoing email
Security
How your data and your clients’ payments are protected.
- How SimplePayment keeps your data separate from other accounts
- What SimplePayment sees about a card payment
- Password and login security
- Reporting a security issue
Questions
About the Help Center itself.
Are the articles listed here available to read yet?
We’re publishing the Help Center in stages. Some articles below are live now; more are being added regularly.
What payment fees will I pay?
SimplePayment charges only for your subscription plan and doesn’t take a percentage of payments collected. The Free plan has no subscription charge. Stripe, your bank, and other providers may still charge their normal processing, transfer, or currency-conversion fees. Understanding payment fees
Does SimplePayment connect to my bank account?
No — SimplePayment doesn’t currently provide direct bank-feed integration or automatic bank reconciliation. You can give clients bank-transfer instructions and record the payment yourself once it’s received.
I have a question that isn’t listed here. What do I do?
Search above, or email us directly — a real person reads every message. Contact support
Still stuck?
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