Getting Started

• What is BrightBooks Payment Manager?
• How to Set Up Payment Manager
• Verification and Identity Checks
• Data Protection & Security

Taking Payments

• Accepted Payment Methods
• How to Request a Payment via Invoice
• Turning the Pay Now Button On or Off (Per Invoice)
• Fees & Pricing

Payouts and Settlements

• Payout Timeline & Schedules
• Updating Your Bank Account Details

Disputes

• What to Do if a Customer Disputes a Payment (Chargeback)

Troubleshooting

• Onboarding Issues — Troubleshooting
• Payment Declined — What to Do
• Contact and Escalation Guide
• Payments Manager · FAQ