What you'll need
- A Stripe account, or the details to make one
- The owner, or a manager with Money and Settings, to connect
Before you start
Card payments go into your own Stripe account. We add no fee. Stripe charges its standard fees to your Stripe account.
Connect Stripe
- In Settings, open Card payments.
- Choose Connect card payments. Stripe opens in a new tab: sign up or log in, and finish its steps.
- Back here, the page shows Stripe connected, with your account's name. If it says Set-up not finished, choose Finish setting up with Stripe.
Get paid by card
- Open the invoice. Under Get paid online, choose Get a payment link.
- Copy the link and send it by text or email, or let the customer scan the QR code.
Only the newest link for an invoice works. Making a new one switches the old one off. Customers can also pay from the View and pay button on the invoice email, or in their customer portal, where they can pay several invoices in one go.
On a visit, in the app
Cleaners who handle money, and owners and managers, choose Paid now, then Card. Choose Make payment link, and the customer scans the QR code or you choose Send link by text. Wait for the payment to be confirmed before you leave. With no signal, choose Send link when back online, and the customer gets it by email, or by text if there's no email.
Deposits
A one-off quote can ask for a deposit. When the customer accepts, they're asked to pay it by card, and it comes off the invoice for that work.
What happens next
When Stripe confirms the payment, the invoice shows as paid and the customer is emailed a receipt. If a card payment fails, you're told in the app.
If something goes wrong
- Coming soon: card payments can't be connected for your business yet.
- “That account is already connected to another business.”: use a different Stripe account.
- “That link has expired. Start connecting again.”: choose Connect card payments again.
- “Connect card payments first.”: connect Stripe before making links.
- “Nothing is left to pay for this.”: the invoice is already paid.
- No signal on the phone: take cash, choose Card, when there's signal to send a pay link once the phone has signal, or leave it on their account.
Disconnecting
In Settings, Card payments, choose Disconnect card payments, then Disconnect it. Customers can't pay by card link until you connect again. Payments already made aren't affected.
Who can do this
Connecting and disconnecting: the owner, or a manager with Money and Settings. Payment links: the owner and managers with Money. Cleaners: only for their own visits, and only when Cleaners see prices and payments is on.
Still stuck? Send us a message.