If you would like your customers to have the option to pay you via credit or debit card, you can send them an Invoice with a link where they can view their invoice and pay directly via credit or debit card with our Stripe payments integration.
This process assumes you have already connected your Klipboard account to a Stripe payments account . If you haven't please see this article first which will show you how to setup: How do I connect Klipboard to Stripe?
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Stripe Setup on Web Dashboard
Add your Payment Link variable to email templates
If you would like your invoice emails that are sent to your clients to contain a Pay Now button, you can do this by by going to Settings > Emails and then adding the payment link to the email by using the variable called {{INVOICE_PAYMENT_LINK}} included in the list.
Email Invoice To A Client
Once the email template has been setup with the variable, when you email an invoice to a client the payment link with be included in the email sent
What your Client sees
Your client will be able to use the payment link on both desktop computers and mobile devices.
When you email an invoice to a client they will receive the email with the invoice attached but also included will be a Pay Now button and the payment link in the body of the email.
Once they click on either the Pay Now button or Payment link they will be directed to the payments page
Field Team Members - Mobile App Payments
Your field team members can easily process payments against invoices from within the Klipboard iOS and Android mobile Apps once your Klipboard account has been connected to Stripe. If you haven't already connected please see this article first which will show you how to setup: How do I connect Klipboard to Stripe?
Mobile app access permissions must be granted for Invoicing on the mobile app. To grant permission navigate to Manage Team > Edit Team Member > Access Permissions > Mobile app
Generate a QR code for invoice mobile payment:
Once a team member has the relevant mobile app permissions for Invoicing, they simply need to follow the steps below to collect payment on the app:
Within a job a field team member can create an Invoice for that specific job by tapping 'Create Invoice', completing the relevant fields and pressing 'Save'.
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If the job was converted from a Quote, it will automatically pull all the relevant line items from the Quote into the Invoice, along with any other additional items that may have been added during the job.
For immediate payment, team members can now choose "Scan & Pay" and a QR code will appear. You can now hold your device up for your client to scan the code with the camera on their mobile device. It will then open a payment screen on your customer's mobile device
Once your client has paid, you will receive a message on the Klipboard mobile app confirming payment. This message will be displayed in the Messages section of the mobile app Do not worry if you close your screen before your client has paid, you will still receive the message when the payment has been received.
Alternatively if you wish to issue an invoice with a payment link you can simply email the invoice with the payment link included
What your client sees when using Scan & Pay
When your client scans the QR code with their camera, their mobile device will give them a prompt to open a link in their browser. The client should tap this prompt.
The client will see a payment amount and a payment mechanism (Apple Pay, Google Pay, or Android Pay, depending on their mobile device). They can either tap the Pay button or they can enter their credit card details manually. Their mobile payment will process based on their preferences.
Once their payment has been processed, the client will see a Paid message and will receive an emailed copy of the paid invoice.