Integration → Payments - Stripe

Setup 

• Go to Setup → Integrations → Payments → Stripe
• Click on the Connect button to be taken to the Strip login page. 

• You can login to your existing account, or create a new Strip account. 
• You would need to go through your account setup in Stripe. Once done, click on the Connect button within Stripe to be taken back to the Pooltrackr Stripe integration page.  

• Switch on the pay now button if you want this appended to your invoice emails. 

• If you have Xero connected, you would need to go to Setup → Integrations → Xero and choose where the processing fees should go. 
   
• Select Charge my customers a processing fee, if you wish to pass on some of the Stripe fees to your customer. If you have Xero connected, you must assign these fees to a Xero account.

Taking payments from the portal

• Open a job that is ready to invoice
• Click Preview and Send Invoice
• Click the green “Pay invoice” button
• Add the card details
• If you have consent, you can save the card for future payments by toggling the Save this card for future payments securely option
• Click Pay button
• Send the invoice – it will show that a payment has been processed and there is nothing outstanding

Taking payments from the field

• Open a job that is ready to invoice

• Go to the Preview and Send Invoice screen
• Tap the “Take Payment” button
• Add the card information
• If you have consent, you can save the card for future payments by toggling the Save this card for future payments securely option
• Tap on the Submit Pay Invoice button
• Send the invoice – it will show that a payment has been processed and there is nothing outstanding
• The card will be stored for future payments

Transaction fees

* Listed fee is for domestic cards only. A higher fee applies to process American Express or international cards. Refer to Stripe's Australian pricing page for details.