Getting Paid with Jtek

Connect a Payment Gateway

Before you can collect a cent, connect a payment processor to Jtek. The gateway handles the actual card charge — Jtek handles everything around it, like invoices, subscriptions, and the record of what you've been paid.

1. Open the Payments area and find Integrations — Head to Payments → Integrations to see the processors you can connect.
2. Pick your processor — Jtek supports Stripe, NMI, Authorize.net, and PayPal. Choose the one you already use, or the one that fits your business.
3. Connect your account — Click Connect on your chosen processor and follow the prompts to link your existing account (or create one). Stripe connects with a quick sign-in; NMI and Authorize.net ask for your API keys.
4. Confirm you're live — Once connected, the processor shows as active. From this point on you can accept credit and debit cards on invoices, subscriptions, and order forms.

Send Invoices

Use the invoice builder to bill a client and collect payment online. You add the line items, send it off, and Jtek keeps track of who has paid and who hasn't.

1. Open the Invoices tab and create a new invoice — Go to Payments → Invoices and start a new invoice in the builder.
2. Choose who you're billing — Select the contact you want to invoice so their details populate automatically.
3. Add your line items — Enter each product or service, its price, and quantity. The invoice total updates as you go.
4. Send the invoice — Send it to your customer. They get a link where they can review the invoice and pay by card directly.
5. Track paid vs. unpaid — Back in the Invoices tab, every invoice shows its status so you can see at a glance what's been paid and what's still outstanding.

Subscriptions & Orders

For income that repeats, set up a subscription so your customer is billed automatically on a schedule. Every payment that runs through Jtek — one-time or recurring — lands in your transaction records.

1. Set up a recurring subscription — Create a subscription to charge a customer automatically on a set interval, like monthly or annually, instead of invoicing them each time.
2. Review your subscriptions — The Subscriptions tab lists your active recurring plans so you can see who's subscribed and on what cadence.
3. Check your transactions in Orders — The Orders tab is the record of every payment collected. Open it to confirm a charge went through or to review your payment history over time.