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Charge Customers

Charge clients with payment links, payout setup, and dispute handling

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Create payment links tied to approved deliverables so customers can pay with clear context.

Each payment request should include:

  • A short title describing the delivered outcome.
  • Scope summary and references (issue, PR, milestone, or document).
  • Exact amount and currency.
  • Due date and payment terms.
  • Optional notes with what is included in this delivery.

Activating your bank account

Enable and verify your bank account so payouts can be transferred after payment collection.

Before sending links to customers:

  1. Confirm payout details are accurate.
  2. Complete any required verification steps.
  3. Validate your supported payout country/currency.
  4. Review expected payout timing.

Supported payment methods

Use supported methods available in your region and account configuration.

To reduce failed payments:

  • Offer at least one backup payment method when available.
  • Communicate accepted methods before delivery approval.
  • Keep invoice/request amounts consistent across systems.

Disputes and refunds

Handle disputes and refunds according to the payment method policy and platform workflow.

Recommended approach:

  1. Keep proof of delivery (PR links, acceptance messages, assets).
  2. Respond quickly and clearly to customer concerns.
  3. Share objective evidence aligned with agreed scope.
  4. Use partial or full refunds only when justified by the delivery agreement.

Fees and payouts

Review transaction fees and payout timing before charging customers.

Plan cash flow with:

  • Platform and processor fee deductions.
  • Payout schedule (instant vs delayed where applicable).
  • Refund/dispute reserve impacts.
  • Currency conversion effects when relevant.

Next steps