Payment Settings
The switches that govern how billing behaves across your workspace.
Overview
This is the control panel for money. Currency, whether invoicing is on at all, whether clients can register themselves and pay, and the master toggle for subscription billing all live here.
Core Settings
Currency
Workspace currency plus amount and format
Invoicing on/off
Disable the module if you bill elsewhere
Allow client self-register
Let clients create their own portal account
Clients may pay
Whether clients can settle invoices themselves
Test mode
Run payments without moving real money
Tax charge
Enable tax on invoices
Subscription billing
Master toggle for recurring pricing
Invoice numbering
Prefix, number, padding, and mode
Where: Settings → Payment Settings.
Clientish payment settings: a separate config covers payments collected through the Clientish platform itself.
Clientish payment settings: a separate config covers payments collected through the Clientish platform itself.
Tips & Best Practices
Leave test mode on until you have taken one real payment end to end. It is the only way to be sure the gateway, invoice, and email all fire correctly.