Payment Request

Overview

The Payment Request feature allows users to send a payment request to customers via email or SMS. This streamlines the process of obtaining payments, providing an efficient and paperless workflow.

Configuring the Stripe integration

Before any payment requests can be made, the stripe integration must be configured.

Accessing the Stripe integration settings to connect your Stripe account

If you are using agent based Stripe connections:

1. Navigate to Admin Agents Agent Register
2. Select the Agent you would like to enable Stripe payments for
3. Go to the “Integrations” tab

If you are using agent based Stripe connections:

1. Navigate to Gear icon Integrations Integration Settings

Configuring your Stripe connection

1. Click the “Configure” button on the Stripe integration.

   

   You will be directed to the Stripe website where it will guide you through the account setup and authorisation process.

   When creating an account, Stripe will collect details such as business information and ownership information.

   Please refer to the stripe account creation documentation for further details.

2. On completion, you will be directed back to the Stripe integration page. Click the Enable button.

Setting Stripe as the payment gateway for each agent

After the Stripe integration has been configured, you will need set the Payment Gateway Provider to ‘Stripe’ on each agent that you want to enable Stripe payments for.

To do so:

1. Navigate to Admin Agents Agent Register
2. Select the Agent you would like to change the default payment gateway provider for

3. Select ‘Stripe’ from the Payment Gateway Provider dropdown menu.

   

4. Click the Save Details button

Requesting a customer payment

Via Files & Photos tab

1. Navigate to the Files & Photos section of a job.
2. Locate the invoice or quotation that requires a payment and click the Request Payment button.

Via Quote & Invoice tab

1. Navigate to the Quote & Invoice section of a job.
2. Click on the ‘Quotation’ or ‘Invoice’ tab.
3. Click the Request Payment button.

Request Payment dialog

The payment request dialog allows you to generate a payment and specify a payment amount, recipient and method of contact.

You can choose to send a request for payment for the entire balance, the deposit amount, or a custom amount of your choice.

1. Select the desired payment amount. If custom, enter a custom amount.

2. After selecting the payment amount, a stripe payment link will automatically be generated.

3. Choose the desired notification method. You have the choice between notifying the customer via SMS or via Email.

   Note: The email address or phone number defaults to the recorded customer email/phone. However, this can be edited directly in this screen.

   

   

4. When sending via Email, you may enter a note to the customer, this will appear in the email. (optional)

5. If required, edit the email address or phone number.

6. Click Send Payment Request to send the request.

Receiving the request

Customers will receive either an email or SMS depending on the method chosen.

Payment request via SMS

If an SMS is sent, the customer will receive the following default message:

Payment request via Email

If an Email is sent, the customer will receive the following default email:

Customer Payment Process

1. The customer follows the payment link to the secure Stripe website.

   

2. The customer enters their payment details and confirms payment

3. The customer receives a confirmation within the Stripe website:

   

QR Code and payment links on quotes and invoices

With Stripe payments active, you can now map the following new fields to your quote and invoice templates:

1. QR Code (This can be scanned to open the payment link page)
2. Payment link (This can be clicked to open the payment link page)
3. Pay By Stripe logo (This can be clicked to open the payment link page)

Reviewing Stripe payments

You can view the payment made from Stripe in the Transactions & Payments tab: