Supported payment types

Phasio’s platform supports multiple payment types to accommodate both international and local preferences, helping manufacturers expand their reach across borders. Learn how to connect your preferred payment provider here

Digital payments (Stripe, PayPal, RazorPay)

For businesses using payment gateways, you can resend payment links directly to customers:

1. Open the quote.
2. Navigate to the Customer section.
3. Click Resend Estimate to email an invoice with a payment link.

Manual payments (Bank Transfer, ACH, Invoice)

For offline methods, payment reconciliation and refunds must be handled outside the platform.

⚠️ Always confirm receipt of payment before proceeding with production.

Check payment status

If the quote is expected to be paid via a digital gateway, check the Payment section:

• Unpaid — Customer has not completed payment via Stripe, PayPal, or RazorPay.
• In Progress — SEPA transfer was initiated but not yet fulfilled.
• Refunded — Payment was completed and refunded via Stripe, PayPal, or RazorPay.

Choose the right payment type

• Digital payments suit new and one-off customers. They pay at checkout on your Storefront, and Phasio records the payment status for you. See Configure payment settings.
• Manual payments suit customers who pay by bank transfer or against an invoice. You must reconcile these payments outside Phasio.
• Payment terms suit known customers who pay on credit. Define reusable terms and assign them to customers, so the terms appear on quotes, order confirmations and invoices. See Configure payment terms.

Related guides

• Connect with an accounting system — sync quotes and invoices to QuickBooks, Xero, Lexoffice, WeClapp or Zoho.
• Add tax rates and jurisdictions
• Manage and edit customer quotes