How do I charge a client remotely (link or QR code)?

To charge a client who isn't physically in front of you, choose "Card" in the checkout tunnel, then send them a link by email or show a QR code to scan: they pay on their own device, and you see the confirmation come in live.

Start a remote payment

Remote payment goes through the same tunnel as any other checkout (deposit, appointment balance, sale). Open it from the appointment record, the project, the deposit, or from the register.

1. Choose "Card" as the payment method (or Klarna if you've enabled it) and lock the payment plan.
2. A channel selector appears: Email or QR code.

Send by email

Select Email: the field pre-fills with the client's address, which you can edit before sending without touching their record. Confirm, and a Stripe payment link is sent to the client. The waiting screen shows a progress ring and a copyable link, useful if you'd rather send it yourself through another channel.

Show a QR code

Select QR: a QR code appears on screen for the client to scan directly (handy if they're present but you want them to pay from their phone). A countdown shows the time left before the link expires.

Track the payment

Once the link is sent or the QR code is shown, the dashboard tracks the confirmation automatically, no need to reload the page. As soon as the client pays, the screen moves on by itself to the next step (next leg for a split payment, or the confirmation screen).

The payment link stays valid for 24 hours. If the client takes too long to pay, you can cancel the wait and offer another method without losing the rest of the payment already collected.

Requirements

Remote payment goes through Stripe. If you haven't connected your account yet, see How do I connect Stripe to collect payments? before you can offer this option to your clients.

Edge cases

The client doesn't receive the email. Check the address entered in the channel selector: that's the one that counts, not necessarily the email saved on their client record. You can also send the copyable link through another channel (text message, chat).

The link or QR code has expired. Cancel the wait from the screen, then send it again: a new link with a new validity period is generated.

You're collecting part in cash and the rest remotely. That's possible through split payment: each payment method forms a separate leg, the remote card payment can cover the balance left after an initial cash payment.