FBS Payment Setup & Invoicing Mastery

Key Points:

1. Overview of Payment Integrations (00:00–03:00) – Introduction to FBS payment processors: Stripe, PayPal, Authorize.Net, NMI, and Square.
2. Connecting Stripe and PayPal (03:00–06:00) – Step-by-step on linking Stripe (recommended) and PayPal, including API key setup.
3. Product Setup in FBS (08:24–10:25) – How to access and customize pre-loaded products and Business Academy courses.
4. Customizing Product Pricing (13:18–16:49) – Editing prices, currencies, billing types (one-time, recurring), trial periods, and setup fees.
5. Using the Onboarding Tool (17:56–19:12) – Navigating the FBS onboarding tool for payment and product adjustments.
6. Checkout Pages for Payment Collection (19:12–24:34) – Sharing checkout links with clients and offering multiple payment methods (Stripe, PayPal, Klarna, etc.).
7. Invoice Creation: One-Time & Recurring (27:03–44:58) – Building and sending invoices, customizing amounts, discounts, taxes, payment schedules, and late fees.
8. ACH and Bank Transfer Options (38:08–39:27) – Enabling ACH payments for high-ticket offers and reducing processing fees.
9. Contact Management for Invoicing (46:52–47:56) – Adding clients to FBS contacts to streamline invoice creation.
10. Tracking Transactions & Support (48:22–49:46) – Monitoring payments and accessing ongoing support.

Key Takeaways:

• Integrate Stripe and PayPal for maximum payment flexibility and client convenience.

• Customize product pricing (including currencies, billing cycles, and trial periods) to match your offers.

• Use checkout pages and invoices to collect payments—choose the method that fits each client.

• Leverage Business Academy courses as sellable products for additional revenue streams.

• Enable ACH payments for large transactions to minimize fees.

Notable Quotes:

• “It’s all about giving your clients the opportunity to pay you in multiple ways.”

• “With invoices, you can set the amount a little bit easier than you could with the checkout pages.”

• “If you need any assistance on any of this, you can reach out to us at support at focus.com—we’re here seven days a week.”

Action Steps from the Call

1. Connect your Stripe and PayPal accounts in FBS via the Payments > Integrations tab.
2. Review and customize your product pricing and billing options in the Products section.
3. Share checkout page links with clients for quick, branded payment collection.
4. Create and send one-time or recurring invoices as needed, adjusting amounts and terms per client.
5. Enable ACH payments in Stripe for high-value offers and check that all valid payment methods are active.

Resources & Tools Mentioned:

• Focused Business Suite (FBS): Central platform for managing payments, products, and clients.

• Stripe: Recommended payment processor for broad integration and payment options.

• PayPal: Alternative/additional payment method for client flexibility.

• Onboarding Tool: In-app guide for payment and product setup.

• Business Academy Courses: Pre-built, sellable courses included in your subscription.

• ACH Payments: Option for lower-fee bank transfers via Stripe.

• Support at focus.com: Direct support channel for troubleshooting and setup help.