Setting up Liscio Billing

Setting up Liscio Billing

Liscio Billing gives you and your clients a singular, secure space for payments and transaction billing. Clients won’t have to question an unfamiliar link in an email asking for their payment information.

Integration with QuickBooks Online allows firms to pull an invoice from QBO when creating a bill for the client.  Once the bill is paid, the receivable is satisfied in QBO. It also includes reconciliation reports and auto-population of the subledger in QBO. This is not required to use Liscio Billing.

Additional features include options to select payment methods (ACH/CC), recurring charges, one-time payments, client notifications, auto-reminders, and the ability to pay within Liscio or from an email link.

In order to use the Billing feature, you must first connect to Stripe. Only one admin needs to connect to the Stripe integration for billing to be set up for the entire firm.



Step-by-step:

  1. Click the ellipses (three dots) in the lower-left corner.
  2. Click Admin
  3. Click Integrations
  4. Under Stripe, click Connect to set up the Stripe integration.
    Note: This Stripe account is administered by Liscio. You do not need to set up a personal Stripe account. 
  5. Add your Mobile Number and Email.
  6. Click Continue.
  7. Enter the verification code sent to your mobile number.
  8. Add your Type of business and Business Structure.
  9. Click Continue.
  10. Add all business information requested.
  11. Click Continue.
  12. Add all personal information requested.
  13. Click Continue.
  14. Add business owner, if necessary.
  15. Select an account for payouts.
  16. Click Save.
  17. Review details and select how to verify your identity.
  18. Click Submit.
  19. Now you are ready to use Liscio Billing!
Note: If the payment is made via credit card, Stripe will deduct 2.99% from the amount. If the payment is made with ACH, Stripe will deduct $1 from the amount. Your clients do not have the option to make partial payments.

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



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