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- menu 1
  - Order Management
    Track every order, task and file to delivery.
  - Client Management
    Clients, leads, orders and payments in one place.
  - Lead Management
    Collect enquiries and turn leads into clients.
  - Billing
    Recurring invoices, payments and taxes in one flow.
- menu 2
  - Form Builder
    Order, enquiry and intake forms in one workflow.
  - Team Management
    Add members, set roles and control who sees what.
  - Emails Automation
    Automated client emails from your business address.
  - Helpdesk
    Tickets, live chat and order updates in one portal.
Use Cases
- Menu 3
  - SEO Agencies
    Take audit orders, share reports and bill clients.
  - Content Writing Agencies
    Take bulk orders, assign writers and track drafts.
  - Video Editing Agencies
    Collect footage briefs, review cuts and get approvals.
  - Freelancers
    Sell packages from your own link and get paid.
- Menu 4
  - Digital Marketing Agencies
    Collect campaign briefs, share reports and bill clients.
  - Design Agencies
    Collect briefs, manage revisions and bill clients.
  - Web Design & Development
    Collect briefs, share staging links and get approvals.
  - Bookkeeping Firms
    Collect client records, track work and bill clients.
Integrations
Resources
Pricing

Home
Features
- menu 1
  - Order Management
    Track every order, task and file to delivery.
  - Client Management
    Clients, leads, orders and payments in one place.
  - Lead Management
    Collect enquiries and turn leads into clients.
  - Billing
    Recurring invoices, payments and taxes in one flow.
- menu 2
  - Form Builder
    Order, enquiry and intake forms in one workflow.
  - Team Management
    Add members, set roles and control who sees what.
  - Emails Automation
    Automated client emails from your business address.
  - Helpdesk
    Tickets, live chat and order updates in one portal.
Use Cases
- Menu 3
  - SEO Agencies
    Take audit orders, share reports and bill clients.
  - Content Writing Agencies
    Take bulk orders, assign writers and track drafts.
  - Video Editing Agencies
    Collect footage briefs, review cuts and get approvals.
  - Freelancers
    Sell packages from your own link and get paid.
- Menu 4
  - Digital Marketing Agencies
    Collect campaign briefs, share reports and bill clients.
  - Design Agencies
    Collect briefs, manage revisions and bill clients.
  - Web Design & Development
    Collect briefs, share staging links and get approvals.
  - Bookkeeping Firms
    Collect client records, track work and bill clients.
Integrations
Resources
Pricing

By Iqbal GM / August 13, 2026

Browse all topics

Payment Methods

2 min read

Connect, test and turn on the gateways your clients pay you through.

Settings → Payment Methods is where you connect the gateways your clients pay you through.

Overview

This guide covers connecting, testing and turning gateways on and off. Your own card for paying Clientish is under Clientish Billing, not here.

Who Can Access

Agency Admin

Team members need Manage Payment Integrations to open this page. Only the owner can change gateways.

Step-by-Step Guide

Open Payment Methods
Go to Settings → Payment Methods. Each card shows a gateway and whether it is connected.
Connect a gateway
Click Connect or Configure and enter the keys. Leave a saved secret blank to keep it.
Test it
Click Save & test. Clientish checks the keys; nothing is charged.
Turn it on or off
Use the switch on the card. Clients see only gateways that are on.

Frequently Asked Questions

Where do I add my own card?⌄

In Clientish Billing in the sidebar. That card pays for your Clientish plan.

Which gateways can I use?⌄

See Payment Gateways.