Get Paid Faster with Built-In Credit Card Payments
Add secure card processing to every estimate, work order, and invoice. Powered by Stripe, this new payments feature lets you take cards on the spot, automate reconciliation, and give customers the convenience they expect.
Why It Matters
-
Fast setup: Connect a new or existing Stripe account from Account Billing in just a few minutes.
-
Simple pricing: Standard Stripe processing rates apply, along with a small platform fee for using integrated payments. Funds are deposited directly to your bank.
-
PCI-compliant security: Card data stays on Stripe servers, keeping your shop systems out of scope.
-
Automatic reconciliation: Charges and refunds post to the Payment panel instantly so your books stay accurate.
-
Flexible options: Split payments, accept deposits, or issue full and partial refunds with a few clicks.
How It Works
- Connect Stripe: Click Create or Connect Stripe Account and complete the onboarding flow.
- Charge a card: On any Work Order or Invoice, choose Credit, enter the amount, add card details in the secure window, and submit.
- Refund if needed: Locate the payment, select Actions > Refund, enter the amount, and confirm.
Results for Your Shop
-
Same-day payouts replace slow checks and improve cash flow.
-
Less manual data entry and zero mismatched balances.
-
A modern payment experience that keeps customers coming back.
Ready to Activate Payments?
Open Account Billing, connect Stripe, and start taking card payments today. Need help? Our team and Stripe support are standing by.