DjetPay payment guide

Should you use an invoice, payment link or POS?

Use an invoice when the customer needs a detailed bill. Use a payment link when you need to share a checkout. Use POS when you’re ringing up a sale in person. Many businesses need more than one option.

Compare the ways to request and accept payment

The right choice depends on the sale, the records you need, and where your customer is paying.

When to use each DjetPay payment option
Option	Use it when	Examples
Invoice	A customer needs an itemized bill, a due date, or a record of project work.	Service jobs, project deposits, agency milestones and catering orders.
Payment link	You need to send a checkout by text, email or QR code.	Remote customers, one-time balances and deposits.
QuickPay	You know the amount and need to take a one-time payment without building an invoice.	An appointment, a service call or an agreed charge.
POS	Your team needs to ring up items or services while the customer is present.	Retail counters, restaurants and service desks.
Tap to Pay	You want to accept a supported contactless card or wallet on a compatible phone.	On-site work, events and mobile checkout.
Recurring billing	The same customer is billed on an agreed, repeating schedule.	Agency retainers, memberships and maintenance agreements.

Start with the work your business does

Services and contractors

For a project with several stages, use separate invoices for the agreed deposit, completed milestones, and final balance. Describe the work covered by each request so the customer can see what they’re paying for. For a one-time service visit, QuickPay or an in-person payment may be enough.

For example, a contractor could invoice the deposit before a job, then collect the remaining balance on site with a supported reader. Keep both payments with the customer’s record so the office can check what is still due.

Explore contractor payments · Explore service business payments

Agencies and professional services

Use itemized invoices for project work and recurring billing for ongoing retainers. A payment link can help collect an agreed one-time balance, but it does not replace the detail a client may need on an invoice. Keep the scope of work, payment schedule, and supporting documents easy to find.

In DjetPay, recurring and installment billing are available on Pro and Business. Business adds contract tools, two-way eSignatures, and ACH payments. Check the current plan comparison before choosing your setup.

Explore agency billing · Read the Casimir Law customer story

Retail

Use POS for item sales at the counter. Compare readers based on where checkout happens and which payment methods your customers use. A mobile reader may suit a pop-up, while a countertop terminal may suit a fixed register. Confirm the supported device and account configuration before ordering hardware.

Explore retail payments

Restaurants and catering

Counter sales and catering orders have different billing needs. Use POS for in-person checkout and invoices for catering deposits or event balances. Check whether your chosen setup supports the tips, receipts, and payment methods you need before putting it into service.

Explore restaurant payments

Choose the payment method separately

An invoice or payment link is how you ask for payment. Card and ACH are ways a customer may pay. Available methods depend on your DjetPay plan, account, device, and checkout.

DjetPay Business includes ACH for eligible payments. Compare the processing cost for your typical invoice amount using the fee calculator. Review payment status before treating a bank payment as complete; timing can vary by bank, account, and processing review.

For in-person cards, check whether you need tap, chip, or swipe. Tap to Pay accepts supported contactless cards and wallets on compatible devices. A separate card reader may be useful when you need other card methods.

Estimate processing fees · Learn about ACH · Compare supported hardware

Before you choose a setup

List your most common sales: appointments, projects, repeat work, or item purchases.
Decide whether customers need an itemized invoice or a simple checkout.
Check the plan, device support, processing rates, and payout information for your account.
Decide which staff members and locations need access.
Walk through a typical sale, receipt, and refund with your team before launch.

You can combine methods. An agency may use recurring invoices for retainers and payment links for one-time charges. A shop may use POS at the counter and invoices for business orders.