Help center
Payments & billing
Stripe payments, invoices, refunds, and gift cards.
- Connect Stripe for payments Connect your own Stripe account to Revively to take online and in-person card payments, with funds settling directly to you.
- Connect PayPal for online payments Connect your PayPal Business account to take online wallet, Pay Later, and guest card payments through Revively.
- Invoices, walk-in sales, and refunds Invoice from a booking, ring up a walk-in sale with services, retail items, and packages on one invoice, then take payment or issue a refund in Revively.
- How daily summaries work A detailed guide to the daily summary - total receipts vs recognised revenue, the balancing line, and exactly how every transaction type (sales, deposits, gift cards, packages, deferred revenue, refunds) is posted to Xero or QuickBooks with the correct GST treatment.
- How to sell retail items online and at the desk Add retail products to your Revively catalogue with sizes and prices, list them in your online shop with photos, and add them to any invoice at the front desk.
- Payment policies and payment plans Every payment policy option in Revively explained - pay in full, deposits, instalment plans, discounts, lead-time windows, due dates, auto-charge, and reminder timing.
- Payment methods, bank deposits, and PayID Choose how customers pay you - card, cash, EFTPOS, bank deposit, and PayID. Confirm deposits when they land, or let Xero mark the invoice paid.
- How to take in-person payments with Stripe Terminal Take EFTPOS and in-person card payments on Revively with Stripe Terminal - funds settle directly to your own connected Stripe account, not Revively.
- How to sell and redeem gift cards Sell stored-value gift cards on Revively online or at the desk, then redeem the balance at booking checkout or against an invoice on the customer profile.
- How to set up SmartPay terminals Enable SmartPay in Revively, pair your EFTPOS terminal with an 8-digit code, and take in-person card payments at the desk.
- How to connect Xero for accounting Connect Xero to Revively on Growth and Pro plans to map GST tax rates today, with full invoice and payment sync planned for a future release.
- How to connect QuickBooks Online for accounting Connect QuickBooks Online to Revively on Growth and Pro plans for daily summary sync - map tax codes and chart of accounts after OAuth.
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