PROPOSAL
1. Click on "Customer View"
2. Click on "Approve & Pay Deposit"
3. Click on "Approve & Pay"
Remember to accept the Terms and Conditions, confirm your signature and select the payment method
4. You'll Be Redirected to Stripe to Make the Payment
Now that you opened the Stripe checkout page from the proposal, you can simply type the details of the credit card and complete the payment.
INVOICE
1. Click on "Customer View"
2. Click on "Pay With Card"
3. You´ll Be Redirected to Stripe to Make the Payment
Now that you opened the Stripe checkout page from the invoice, you can simply type the details of the credit card and complete the payment.
You can also save their card information
How to Save a Card at the Time of Payment (Stripe Dashboard)
Log into the Stripe Dashboard using the contractor's account (Standard Connect).
Create the customer (if they don't already exist):
Go to Customers → + Add customer
Enter the homeowner's name and email (email matters — that's where the invoice/payment link gets sent).
Send the Invoice or Payment Link:
Create an Invoice or a Payment Link for the amount you're collecting (deposit, first payment, etc.)
Before sending, enable "Save payment method for future use" (this option appears in the invoice/payment link settings).
Send the link/invoice to the homeowner.
Homeowner pays:
Once they complete the payment, Stripe automatically saves the card to the Customer created in step 2.
No extra action needed from the contractor here — it's automatic.
Confirm the card was saved:
Go to Customers → select the homeowner
Under Payment methods on the customer's page, the saved card should show up (brand, last 4 digits, expiration date).
Important note: to charge that saved card later without the homeowner present ("off-session"), Stripe requires that the contractor's checkout/invoice explicitly disclosed the card could be charged again in the future — that's the consent piece. Skipping this documentation creates dispute/chargeback risk.