Payment processors can be added and set up from the Payment Settings page of your 3C Connect settings. Only users with the Contractor Admin access role can set processors up.

To begin, navigate to the Payment page under the Application Settings heading in your 3C Connect settings.

This page also contains settings for what will be displayed to customers when they are sent an online payment link.

To get started, click on the “Connect with Square” button.

Your first step will be to sign in or create a Square account. Once you're logged in, you will be able to connect and accept the necessary permissions.
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Once you've accepted the permissions, you'll be redirected to 3C Connect where you can adjust your settings or disconnect from this processor at any time.
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Square allows you to have multiple locations for your business. This is more common in industries like restaurants, hair salons or stores with multiple locations. If your business has multiple locations, set them up in your Square account dashboard. You will then be able to select which to use as the default location to collect and record payments in 3C Connect.

Once you have a payment processor set up, you'll be able to customize program defaults.

If you regularly charge customers using the same payment information and would like to keep it on hand for ease of use, we recommend saving the information by default. This means it will be stored securely when you accept a customer payment from their work order page in the 3C Connect web app.

If you un-check this setting when collecting payment from a specific customer, 3C Connect will remember this and will not select this checkbox to save the payment method by default for that customer in the future. The same is true if you decide to check this box: the box will automatically remain selected for that customer in the future.

Activating this setting will show a list of previous work orders as you collect payment where a balance is still due. You can select any that you'd also like to collect payment on in full. Payments will be divided respectively across the outstanding work orders and must be paid in full to select this option.

Activating this option means that you can send online payment links to your customers from their work orders. Deactivate this option if you'd like to prevent your office from sending out these kinds of links.

When you have a processor activated and have activated online payments in the General Settings section, you will be able to preview the logo and custom message your customers will see on the Online Payment page. You can also decide whether or not to include a payment link automatically when sending invoices to the customer.