✅ 1. Getting Started – A Stripe Account
You’ll need a Stripe account to accept payments through freehand.
You can sign up and create a Stripe account through their website: www.stripe.com
✅ 2. Stripe Payment Links
When you want a client to pay a deposit or an invoice from freehand, you’ll need a Stripe Payment Link. This is done by creating a Product in Stripe, then creating a Payment Link and pasting the Payment Link URL into the freehand quote or invoice payment button field.
✅ Step 1: Log into Stripe
- Go to your Stripe Dashboard
- Click Products in the left-hand menu then Click Add Product
✅ Step 2: Create a Product
For use in freehand, a Product just represents the deposit or invoice payment amount.
- Name: Keep it simple and descriptive, like ‘Deposit Payment’ and ‘Invoice Payment’
- Description: Optional, you can leave blank
- Add a Price: Select One-off (Payment options are set by default to Recurring so be extra careful to select One-off)
- Click Add Product
💡For use in freehand you can give your products the same names – ‘Deposit Payment’ and ‘Invoice Payment’. These are are the names displayed on the payment checkout page along with the payment amount.
That’s all you really need—no need for advanced options.
✅ Step 4: Get the Payment Link
After saving the Product:
- Click to open the Product you just created
- Create a Payment Link – access the Create a Payment Link feature by clicking the three dots … at the end of the Pricing row. Create a Payment Link can be accessed under the ‘Accept Payments’ section of the dropdown menu.
- After clicking Create a Payment Link the details page will open and display a preview of your payment checkout page.
- Click Create Link
- You can also create a Payment Link through the left-hand menu.
- Click Payment Links in the left-hand menu and click New
- Select your Product from the list and click Create Link
- Copy the Payment Link URL
✅ Step 5: Add the Payment Link to freehand Quotes and Invoices
- In freehand, create a Quote or Invoice or edit an existing Quote or Invoice
- Paste the Payment Link URL into the payment button field
- When the client views their Quote or Invoice in the portal, they’ll see a payment button → clicking it opens Stripe’s secure checkout page and they can make a payment to you.
✅ An Example
- You want a £50 deposit for a project.
- Create a Product in Stripe → ‘Deposit Payment’
- Add a price → £50 → one-time payment
- Create the Payment Link
- Copy the Payment Link URL.
- Paste it into the freehand Quote
Now the client can view the Quote in their portal and click the Pay Deposit button, which takes them straight to Stripe checkout.
✅ When to Create New Products & Payment Links
You can reuse your payment links as many times as you like.
- If you need to use a different amount or name, create a new Product and Payment Link.
15. The Account Page
✅ 1. What You’ll See on the Account Page The Account Page has several key sections: Current Subscription Plan Profile Section Security Section Manage Subscription Section Delete Account Button ✅ 2. Why the Account Page is Useful The Account Page keeps everything about your account and subscription in one easy-to-access place, so you can:
17. Summary – Getting the Most out of freehand
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