'Take Payment' Drawer Now Open

5 November, 2025
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Speed Up Payments With Less Clicks

When it comes to running a business, getting paid quickly and easily makes all the difference. Chasing payments or switching between screens to process invoices can slow you down, and that’s time you could be spending with customers or growing your business. That’s why we’re excited to introduce a faster, simpler way to collect payments in Formitize.

 

Faster Payments, Less Hassle

No more jumping between screens or searching for the right place to record a payment. With the new Take Payment feature, you can simply search for an invoice and take payment on the spot - right from the Invoice List view.

Click Take Payment, choose the payment method, and the Payment Drawer opens instantly. From there, it’s just a few quick steps to complete the transaction, whether it’s a card payment or recording another payment type. It’s all designed to help you save time and reduce admin clicks.

 

Offer More Flexibility to Your Customers

For even greater convenience, you can also enable Buy Now, Pay Later options like AfterPay or Klarna through Stripe. This gives your customers the freedom to spread their payments over four instalments, helping you close more sales, win more business, and remove barriers to upfront payment.

 

Keep Everyone in the Loop

Formitize also lets you set up automatic notifications once a payment is received. Paid Invoice confirmations can be sent straight to your customer and your accounts team, ensuring everyone stays informed without any extra steps from you.

The result? A smoother, faster, and more connected invoicing experience that helps you get paid quicker and keeps your business running beautifully.

 

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