Flexible payment options let you offer several payment methods to your clients, while you receive payment the way you want (e.g, USDT-Ethereum to your wallet or USD/EUR to your bank account). You can enable this feature from the payments page, during invoice creation or in Settings, which requires a brief KYC/KYB verification. This setup lets clients pay in fiat while you receive payment in USDC or USDT, or vice versa.

Enabling flexible payment options Copied!

Steps (via the Payments page):

1. Go to the payments page

2. Add a flexible payment option

   • At the top right, click Actions and select + Add a flexible payment option.

   • A drawer will appear on the right side prompting you to choose Crypto or Fiat:

   • For crypto:

     • Name: Enter a recognizable name (e.g., “Main wallet”).

     • Wallet Address: Copy/paste your wallet address or connect your wallet.

     • Network: Choose the network (e.g., ethereum).

     • Asset: Select the stablecoin (e.g., usdc, usdt).

   • For fiat:

     • Name: Provide a name (e.g., “Business bank account”).

     • Currency: Select usd, eur, etc.

     • Transfer Method: Bank transfer.

     • IBAN / SWIFT / Address: Enter the required banking details.

   • Click Add (or Save).

3. Activation prompt

   • Before you save the flexible payment option, a banner appears prompting you to activate flexible payment options.

   • Click Activate and follow the KYC verification steps.

4. Complete KYC verification

   • Provide your individual/business details and upload any required documents.

   • Once approved, you’ll see a confirmation that Flexible Payment Options is active.

Alternate methods to enable flexible payment options:Copied!

Steps (via invoicing flow):

1. Create a new invoice

   • In the invoice editor, click + add payment method.

   • You’ll see a screen like this:

2. Add payment method during invoice creation

   • Under payment details, choose crypto or fiat.

   • Enter the required information (wallet address, network, bank details, etc.).

   • The system will show a preview of how your invoice looks on the right side.

3. Activation prompt in invoice flow

   • After you save your new payment method, a card will appear: “Offer more methods, get paid faster.”

   • Click Activate flexible payment options and complete the KYB verification if prompted.

4. Confirmation

   • Once verification is complete, your invoice will automatically include the newly added payment method. Future invoices can also offer multiple methods.

Steps (via the Settings Page)

1. Go to Settings → Company

   • From your sidebar, click Settings, then Company

   • You’ll see something like this:

1. Add a payment method

   • Select crypto or fiat at the top.

   • Crypto: name, wallet address, network and asset.

   • Fiat: name, currency, bank transfer details (IBAN, BIC, address, etc.).

   • Click Add.

2. Activate flexible payment options

   • After saving, a popup or banner will prompt you to activate flexible payment options

   • Click Activate, then complete the kyb flow as described above.

3. Confirmation

   • You’ll receive a success message once kyb is approved and Flexible Payment Options are enabled.