Speed up the payment collection process by offering customers the ability to pay invoices online with a debit or credit card. This is possible through the Stripe integration and it only takes a few minutes to get up and running.
To setup this integration, go to your Settings, click the Integrations tab, and select the Stripe integration. Setting up an account with Stripe is free and you are charged a small fee per transaction (2.95% + 30 cents per successful card charge). Click Connect with Stripe and follow the instructions to create your account. Upon completion of your account, the Stripe integration will be live.
You can now accept card payments on JobTread! Using this new tool is a cinch. When you create your next invoice, look for the Accept Card toggle on the right side of the page. Switch this setting on (indicated by green) and the customer will be presented the option to pay by debit or credit card.
Note: you can also accept payments in person. To do this, enable card payments, click Mark as Pending, have the customer enter their card information, and submit.
If you click Send to Customer, they will receive an email notifying them of the new invoice. This email provides access to their portal where they can view the invoice and pay online. They can also use this portal system to access previously submitted documents (i.e. estimates, change orders, progress invoices), communicate with you, and share files.
With card payments enabled, the customer will be provided a form to enter their card information with the amount due. If the customer uses a device with Apple Pay or Google Pay enabled, this will also appear as a payment option.
You'll be notified via email as soon as the payment is received. The only thing left to do is celebrate! The amount collected will appear on the invoice, as well as the Budget table under the Customer Invoices tab.
The Stripe integration is included in your JobTread subscription and does not cost you or your company any fees up front. The use of Stripe payment is a pay-as-you-go model, which costs 2.95% + 30 cents per successful card charge.