Drake Pay - Integration in Drake Accounting
Article #: 18558
Last Updated: March 16, 2026
Beginning with Drake Accounting 2024, you can use Drake Pay to collect receivables payments from clients via credit card, debit card, ACH, or contactless payment options. For an overview of Drake Pay, or to sign up, visit the Drake Pay information page. Also see Drake Pay - Overview and Frequently Asked Questions.
Once you are approved to use Drake Pay, you must ensure that your Drake Software account is properly connected with Drake Accounting before collecting payments.
Drake Pay is automatically connected to your DAS program as long as the Business Identification information entered at Firm > Firm Information Setup is tied to an approved Drake Pay application.
Point-of-Sale (POS) Device (optional)
Follow the steps provided in Drake Pay - Ordering a POS Device to purchase, on-board, and update a compatible device. Then, use Drake Pay - Setting Up a POS Device.
Collecting Payments
Payments processed using Drake Pay are reflected at both Receivables > Invoices and Receivables > Payments > Invoice Payments, as well as on your Drake Pay Manager. (See the article Drake Pay Manager for additional information.) Invoice numbers created with Drake Pay begin with DP; the subsequent number matches that of the Drake Pay Manager.
There are multiple ways to collect payments in DAS. Most Drake Pay transactions share the same steps; minute differences depend on the DAS location from which you initiate the payment.
Payments can be collected using the following methods:
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For on-the-fly receivables payments if an invoice does not currently exist, use Drake Pay - Integration in Drake Accounting, following.
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To collect a payment for an existing invoice, use either Drake Pay - Integration in Drake Accounting or Drake Pay - Integration in Drake Accounting.
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To collect payments in full for multiple existing invoices from the same client, use Drake Pay - Integration in Drake Accounting.
Additionally, payment can be collected by sending a client a digital invoice, which they pay via a secure, unique Drake Pay payment page (Send Payment Request tab), or in person (In-person Transaction tab).
Receivables > Payments > Drake Pay
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Enter the total Amount Due and the current amount being paid (Amount to Pay).
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Select the applicable Invoice Transaction and Payment Transaction accounts or create a <New Account>. Account information flows from Receivables > GL Account Setup.
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(optional) Enter a Memo, identifying what the charge is for.
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Select the applicable Customer. Customer information flows from Receivables > Customer Setup and appears automatically when a Customer is selected.
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Choose the applicable Send Payment Request or In-person Transaction (manual card entry or POS device) tab.
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(digital invoice) On the Send Payment Request tab, enter an Email to send the invoice to, and Process the request. See Drake Pay - Payment Requests for more information on remote payments.
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(manual card entry) On the In-person Transaction tab, select a Transaction Type of Manual Card Entry. Enter the client’s payment information, determine if you want to send the client a Receipt Email, and Process the request.
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(POS device) On the In-person Transaction tab, select a Transaction Type of POS Device Card Swipe. Select the applicable Swipe device name, determine if you want to send the client a Receipt Email, and Process the request. Follow the prompts on your POS device. You are notified when payment is complete.
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Receivables > Invoices
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Choose the appropriate Customer Name and Invoice Number.
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In the Payment section, click Drake Pay to open the Drake Pay window.
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(optional) Enter a Memo, identifying what the charge is for.
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Select the applicable Customer. Customer information flows from Receivables > Customer Setup and appears automatically when a Customer is selected.
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Choose the applicable Send Payment Request or In-person Transaction (manual card entry or POS device) tab.
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(digital invoice) On the Send Payment Request tab, enter an Email to send the invoice to, and Process the request. See Drake Pay - Payment Requests for more information on remote payments.
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(manual card entry) On the In-person Transaction tab, select a Transaction Type of Manual Card Entry. Enter the client’s payment information, determine if you want to send the client a Receipt Email, and Process the request.
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(POS device) On the In-person Transaction tab, select a Transaction Type of POS Device Card Swipe. Select the applicable Swipe device name, determine if you want to send the client a Receipt Email, and Process the request. Follow the prompts on your POS device. You are notified when payment is complete.
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Receivables > Payments > Invoice Payments
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Choose the appropriate Customer Name and Invoice Number.
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In the Payment section, click the sunburst
icon to create a new transaction. -
Click Drake Pay to open the Drake Pay window.
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(optional) Enter a Memo, identifying what the charge is for.
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Select the applicable Customer. Customer information flows from Receivables > Customer Setup and appears automatically when a Customer is selected.
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Choose the applicable Send Payment Request or In-person Transaction (manual card entry or POS device) tab.
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(digital invoice) On the Send Payment Request tab, enter an Email to send the invoice to, and Process the request. See Drake Pay - Payment Requests for more information on remote payments.
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(manual card entry) On the In-person Transaction tab, select a Transaction Type of Manual Card Entry. Enter the client’s payment information, determine if you want to send the client a Receipt Email, and Process the request.
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(POS device) On the In-person Transaction tab, select a Transaction Type of POS Device Card Swipe. Select the applicable Swipe device name, determine if you want to send the client a Receipt Email, and Process the request. Follow the prompts on your POS device. You are notified when payment is complete.
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Receivables > Payments > Batch Payments
Important This method cannot be used to process partial payments or invoices for multiple clients. Any invoices selected during the batch process must be paid in full.
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Choose the appropriate Customer.
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Select the Invoices the client is paying in full.
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Click Drake Pay to open the Drake Pay window.
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(optional) Enter a Memo, identifying what the charge is for.
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Select the applicable Customer. Customer information flows from Receivables > Customer Setup and appears automatically when a Customer is selected.
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Choose the applicable Send Payment Request or In-person Transaction (manual card entry or POS device) tab.
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(digital invoice) On the Send Payment Request tab, enter an Email to send the invoice to, and Process the request. See Drake Pay - Payment Requests for more information on remote payments.
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(manual card entry) On the In-person Transaction tab, select a Transaction Type of Manual Card Entry. Enter the client’s payment information, determine if you want to send the client a Receipt Email, and Process the request.
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(POS device) On the In-person Transaction tab, select a Transaction Type of POS Device Card Swipe. Select the applicable Swipe device name, determine if you want to send the client a Receipt Email, and Process the request. Follow the prompts on your POS device. You are notified when payment is complete.
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