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.