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Setting up Payment Methods

Learn how to set up and manage your payment methods in Bloom, including Stripe, Square, and alternative options like PayPal, Venmo, and bank transfer.

Written by Daniel
Updated today

Setting up payment methods

Setting up your payment methods in Bloom allows your clients to pay you easily—whether that’s automatically through Stripe/Square or manually through options like Venmo, PayPal, or bank transfer.

Where to find payment settings

All payment methods can be managed in one place:

  1. Go to Settings → Payments

  2. From here, you can:

    • Connect Stripe or Square

    • Add alternative payment methods (PayPal, Venmo, Zelle, etc.)

    • Add bank transfer, cash/check, or custom payment options

    • Set your currency and tax rate

Here’s what the Payments page looks like:
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Automatic payments (Stripe & Square)

Bloom integrates directly with Stripe and Square so you can accept payments automatically through invoices and booking forms.
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To connect Stripe or Square:

  1. Go to Settings → Payments

  2. Click Connect under Stripe or Square

  3. Follow the prompts to log into your account

  4. Once connected, it will show as Connected

What this allows:

  • Clients can pay via credit/debit card or ACH (Stripe)

  • Payments are automatically tracked in Bloom

  • Funds are deposited directly into your Stripe or Square account

Alternative payment methods (PayPal, Venmo, Zelle, Cash App)

You can offer additional payment options for clients who prefer to pay outside of Bloom.
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To add these:

  1. Go to Settings → Payments

  2. Scroll to Alternative payments

  3. Click Add a Payment Method or edit an existing one

What to enter:

  • PayPal: Your paypal.me link extension (the part after paypal.me/)

  • Venmo: Your username

  • Zelle: Phone number linked to your account

  • Cash App: Your Cashtag (without the $)
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These will appear on invoices for clients to use.

Other payment methods

You can also add manual or custom payment options:
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Bank Transfer

  • Add bank name, routing number, and account number

  • Clients will see these details on the invoice

Cash or Check

  • Add instructions such as name, phone number, and mailing address

Important notes

  • Payments made outside of Stripe/Square are not automatically tracked

  • You’ll need to manually mark invoices as paid

  • These options are best used as additional flexibility for clients

Currency and taxes

At the bottom of the Payments page, you can:

  • Set your currency

  • Add a default tax rate and name

  • Add a business ID (e.g. VAT)

Recommended setup

For the best experience:

  • Use Stripe or Square for automatic payments and tracking

  • Add alternative methods for flexibility

This ensures you can get paid quickly while still offering multiple options to your clients.

If you need help setting this up, feel free to reach out to support.

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