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Breeze RMMBreeze RMM

Online Payments

Online Payments lets your customers pay their invoices by card through a secure checkout, with the money settling directly into your own Stripe account. Breeze stays out of the middle: there’s no platform fee, no funds pass through us, and your business remains the merchant of record on your customer’s statement.

How It Works

Section titled “How It Works”

You connect your Stripe account to Breeze once. After that, every issued invoice carries a durable customer link you can share with anyone, and customers can also pay from the Customer Portal. Payments collected online are recorded against the invoice automatically.

  • You are the merchant of record. Your customer’s card statement shows your business, and you handle any chargebacks – not Breeze.
  • No platform fee. You receive the full payment, less Stripe’s own processing fees. Breeze adds nothing.
  • Card payments, hosted by Stripe. Customers complete checkout on Stripe’s secure hosted page; card details never touch Breeze.

Connecting Stripe

Section titled “Connecting Stripe”

Connecting Stripe is a one-time setup, done once per partner. You paste a Stripe secret key from your Stripe dashboard, and Breeze uses it to create checkout sessions and read payment status directly against your account.

  1. Go to Integrations → Accounting → Payments.
  2. In your Stripe dashboard, copy a secret key – a standard secret key (sk_live… / sk_test…) or a restricted key (rk_live…).
  3. Paste it into the Online payments card and click Save key. The card then shows your masked Stripe account, the key’s last 4 digits, and a Live / Test mode badge.

The card shows your current connection status and whether the key is live or test mode. Saving a key and disconnecting are sensitive billing actions – both require billing management permission and multi-factor authentication.

See Accounting & Payments Integrations for the full connection walkthrough.

Section titled “The Customer Invoice Link”

Every issued invoice has its own private link that opens a view-and-pay page with no sign-in required. The same link is embedded in the invoice email and its PDF, so a customer who was emailed the invoice months ago can still open and pay it.

  1. Open an issued invoice.
  2. Click Copy invoice link to put the customer’s link on your clipboard. (This works whether or not Stripe is connected – without Stripe the page is view-and-download only.)
  3. Share it however you like. The customer can read the invoice, download the PDF, and pay the amount due by card; the payment is recorded against the invoice automatically and badged Online.

The link stays valid for 12 months, or 180 days past the due date if that is later. If a link has gone to the wrong person, click Reset customer link – that revokes every link issued for the invoice so far, including the one already sitting in a sent email, and issues a fresh one.

A voided invoice’s link keeps working but shows a plain “this invoice was voided” page with no amounts and no payment option.

Paying from the Customer Portal

Section titled “Paying from the Customer Portal”

Customers who use the Customer Portal can view their issued invoices and pay any with an outstanding balance using a Pay now button, which opens the same secure Stripe Checkout. Once payment succeeds, the invoice’s balance and status update on their own.

Refunds

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Refunds are reflect-only: you issue a refund from your own Stripe dashboard, and Breeze stays in sync automatically – the refunded amount is reflected back on the invoice. There’s no separate refund step inside Breeze.

Permissions

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Connecting and disconnecting Stripe requires billing management permission plus multi-factor authentication. Copying or resetting an invoice’s customer link uses the same permission as issuing and sending invoices, and both actions are recorded in the audit log.

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