Pooltrackr

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Stripe integration

Setup

  • Open the portal and go to My Account / Integration / Stripe
  • Press “Connect with Stripe”
  • Either login to your exiting account, or create a new one
  • Once complete, you will be returned to the integration page
  • Switch on the pay now button if you want this appended to your invoice emails
  • If you have Xero connected, choose the Automate my fees option and select the relevant account to assign the fees to
  • 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 will need to assign these fees to a Xero account.


 Customer payment through email

You do not need to do anything here, except switch on the “Pay now” button in My Account / Integrations / Stripe. Then every invoice email will give the customer the opportunity to pay the invoice immediately via credit card.


Taking payments from the portal

  • Open a job that is ready to invoice
  • Click Preview and Send Invoice
  • Click the “Charge credit card” button
  • Add the card information
  • If you have consent, you can save the card for future payments
  • Click Submit payment
  • 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
  • Click Preview and Send Invoice
  • Click the “Take payment” button
  • Add the card information
  • If you have consent, you can save the card for future payments
  • Click Submit payment
  • 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


Stripe fee

Pooltrackr fee

Total fee

Australia

30c + 1.75%

.75%

2.5% + 


* 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.


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