Scan-to-Pay: let customers pay with a QR code
Last updated: Aug 24, 2026
Scan-to-Pay puts a QR code on your public invoice and estimate pages whenever a customer views them on a desktop computer. The customer points their phone camera at the code and the exact same page opens on their phone — where their payment apps (Zelle, Venmo, Cash App) and saved cards live. There is nothing to configure: the QR appears automatically next to the pay button.
Before you start
- Scan-to-Pay rides on your document links — the customer must have an invoice pay link or estimate link open.
- For card payments through the page, your Stripe account must be connected (Stripe setup). Zelle / Venmo / Cash App options appear when you've configured those destinations.
How it works
- You send an invoice or estimate as usual — by text or email.
- The customer opens the link on a desktop or laptop. Next to the payment section they see a small card titled Pay from your phone with the QR code and the hint "Scan with your camera to open this page on your phone."
- They scan it with their phone camera. The same public page opens on the phone — same invoice, same balance, same payment options.
- They pay on the phone: card entry, or one tap into Zelle, Venmo, or Cash App if the invoice offers them.
The QR encodes the page's own public link — no separate payment URL, no third-party image service, nothing extra to manage.
What your customer sees
- On desktop: the invoice with its pay section, plus the Pay from your phone QR card. Scanning is optional — they can still type a card on the desktop.
- On the phone after scanning: the identical invoice page. If card payment is enabled they can add a tip and pay by card; if you've configured P2P options they'll also see Zelle, Venmo, or Cash App buttons that open the matching app.
Troubleshooting
- The customer doesn't see a QR code — the QR only renders on desktop-width screens. On phones and small windows it is hidden on purpose, because the page is already on the phone.
- The QR is gone after the customer reported a Zelle/Venmo payment — once a customer reports an app-to-app payment on the page, the QR is hidden; the payment flow has moved past it.
- Scanning opens the page but there's no card option — card payment can be turned off per document when it's sent. The customer can still use any P2P option shown, or you can resend with card payment allowed.
- The QR simply doesn't render — QR generation happens in the customer's browser; on a very old browser it may fail silently. The pay button always works without it — the QR is a convenience, never a requirement.
FAQ
Where does the Scan-to-Pay QR code appear?
On the public invoice and estimate pages, automatically — but only when the customer opens the page on a desktop or laptop screen. On a phone the page itself is already on the phone, so no QR is shown.
Do I have to set anything up?
No. The QR renders on its own next to the pay button. It encodes the exact same public link the customer is already viewing, so scanning it continues the same invoice on their phone.
Why would a customer want to scan it?
Payment apps like Zelle, Venmo, and Cash App live on the phone, and typing a card number on a laptop is slow. Scanning moves the same page to the device where paying is easiest.
Is the QR code a different payment method?
No — it is a shortcut to the same page. Whatever payment options the invoice offers (card, Zelle, Venmo, Cash App) are what the customer sees after scanning.