Setting up Menaia Pay is an Admin task. You’ll find it in the Integrations area, which only Admins can open. Once it’s active, anyone who works with invoices can collect payments through it when online payments are enabled for their branch.
Video: How to Set Up Menaia Pay (1:36)
What Menaia Pay does for you
When Menaia Pay is active, your team can:- Accept payments anywhere — customers pay online through a direct link on their invoice.
- Collect deposits online so jobs can start sooner.
- Add a service fee to cover payment-processing costs.
- Speed up collection and cut down on manual reconciliation.
- Stay in sync with invoices — every payment is matched to the right invoice for you.
- Pay anytime from the link on their invoice.
- Pay by card or by bank transfer.
- Pay several invoices at once.
Open Menaia Pay
1
Go to Integrations
From the main navigation, open Integrations. This is the marketplace of apps you can connect to Menaia. (You’ll only see it if you’re an Admin.)
2
Find the Menaia Pay app
In the marketplace, look under the Payments category — or type into the Search apps box. Click the Menaia Pay card to open its detail page.
Turn it on
On the Menaia Pay page you’ll see an About this app overview, the key benefits for you and your customers, and a Get Started panel on the right.1
Review the details
The Get Started panel shows what to expect at a glance — it’s Free to add, takes about 5 minutes to set up, and comes with around-the-clock support.
2
Start setup
Click the Connect Stripe button in the Get Started panel. Setup creates a Stripe account for your business — or links the one you already have — and guides you through a quick, secure flow to activate payments. Payment processing, payouts, and compliance are all handled securely behind the scenes.
3
Confirm it's active
Once setup finishes, Menaia Pay is live. Payments will start flowing in and out, and transactions and payouts sync automatically so your numbers stay current.
Setup runs through Stripe, a trusted, secure payment partner that verifies your business details. Have your basic business and bank information handy so you can finish in one sitting.
After it’s connected
With Menaia Pay active, payment options become available on your invoices. From there you can fine-tune how customers pay and what they’re charged:- Decide which payment methods you accept and whether to offer financing.
- Set your payment terms so each invoice shows the right due date and expectations.
Online payment collection is enabled per branch. If one of your branches can’t collect payments after Menaia Pay is connected, reach out to Menaia to have online payments enabled for that branch.
What’s next
Set up payment methods
Choose which payment methods you accept — and whether to offer financing — so customers can pay the way that works for them.
Set your payment terms
Define due dates and terms so every invoice sets clear expectations for when payment is due.
Browse more integrations
See the full marketplace of apps you can connect to Menaia.