Summary
Setting up a Stripe account allows you to automate credit card payments and mark the invoices as paid. Customers can pay their invoices in the Customer Portal. You can set up accounts to Autopay new invoices automatically. Technicians can make credit card payments in the mobile app.
Key Points
Have your information accessible when you apply for a Stripe account
Fill out the application form
Remember your email address and password you use for the account
Before setting up your Stripe account have with you the following three pieces of information:
Your bank's routing number, contact your bank for this number if you don't know it
Your bank account number
Your business website URL or business social media link (Facebook, Twitter, etc.)
Note If you don't have either, it's cheaper and quicker to create a business Facebook/Twitter account
Then:
Click the Settings gear icon in the upper right
Click CC Payments (Stripe)
Click the Connect Stripe Account link
You will go to the Stripe account setup page where you will enter the following:
Where are you based?
Tell us about your business
Account details
a. tax ID
b. business address
c. websitePersonal details
a. legal name
b. date of birth
c. social security numberCredit Card statement details
a. business name
b. phone numberBank details
a. routing number
b. account numberSave your Stripe account
a. email address
b password
Adding Customer Credit Card Information
Once you have your Stripe account set up, credit card information can be added in the following areas in Fieldwork.
Customer's account page, Credit Card tab
Mobile App
Online Portal
Customer's account page, Credit Card tab
To manually add a credit card to a customer's account, go into the account page, click the Credit Cards tab. Add the number, expiration date, CVC number and Zip Code attributed to the credit card.
To manually add a payment, click Create a new... and select Payment. For the (payment) Method, select the customer's credit card, which will appear at the bottom of the drop-down list.
Mobile App
To manually add a payment, tap Pay Now. If the customer has a credit card on file, tap Payment Method. The credit card will be at the top of the list.
If the customer gives the tech a credit card, tap Scan new Card.
For more information about these steps, see: Mobile app - Invoice and accepting payment
Online Portal
After logging into the portal, click Your Account and select Credit Cards. Add the credit card information in the Credit Card page.
For more information about Stripe and credit cards see the following articles:
Settings - CC Payments (Stripe)
Stripe - 7-day wait on first charge
Auto Pay Invoices with a Credit Card on file
Online Service Portal - Getting Started Guide 2 of 2
Application
Getting Started