Teachworks currently integrates directly with Stripe for processing credit card payments. This close integration provides some key advantages, including a simple setup process and payments that are automatically recorded in your Teachworks account.

However, if you are using or would like to use a different payment processor, it is still possible to partially integrate it with Teachworks. You will need the following to integrate the payment processor with Teachworks:

A payment page from your payment processor where customers enter their details to make a payment.
A link or button added to your invoices or the "Payment Instructions" page in your Customers' accounts that directs your customers to your payment processor's payment page.

Adding a Link to your Invoices

You can follow the steps below to add a link or button to your invoices:

Click on "Account & Settings" and then click on "Account Settings".
Scroll down to the "Invoice Settings" section.
Using the "Default Invoice Instructions field", enter your default invoice instructions and include the link or button for your payment processor's payment page.
Submit the form to save your changes.

NOTE: You can use the "Insert Link" button above the text box to add a link. If your payment processor has provided you with HTML code for adding a button, you can add this to the field by clicking the "Edit HTML" button to switch to HTML view and then pasting the HTML code in the field. Click the "Edit HTML" button again to go back to switch back to the text editor.

Adding a Link to the Payment Page in Customer Accounts

If you would like to add a "Payment Instructions" page to your customers' Teachworks accounts, you can follow the steps below:

Click on "Account & Settings" and then click on "Account Settings".
Scroll down to the "Customer Account Settings" section.
Set the "Payment Instructions" option to "On".
Enter the payment instructions and add a link or button for your payment processor's page in the "Payment Instructions" field.
Submit the form to save your changes.

Credit Card Readers

Teachworks does not integrate with credit card readers. Payments received onsite through a credit card reader will need to be manually recorded in your Teachworks account.

Recording Payments in Teachworks

While you are able to direct your customers to your payment processor's payment page using either of the two options listed above, any of the payments made through your payment processor will not be recorded automatically in Teachworks. You can use one of the methods below to record the payments in your Teachworks account:

Method 1 - Manually Record the Payment

Payments you receive through your payment processor can be entered in Teachworks manually following the steps in this article: Recording a Payment.

It's also possible to import payments more efficiently in bulk using the Import Payments Add-on.

Method 2 - Automate using the API

You can use the Teachworks API to build a custom integration with your payment processor and automate the process of recording payments. The process would work like this:

Add a button to the payment processor site in the invoice instructions.
The client makes payment on the payment processor site.
Record the transaction from the payment processor in Teachworks through the Teachworks API Payment endpoint.

You can learn more about the Teachworks API in this article: Teachworks API.

Method 3 - Automate with Zapier

Another method that can automate the process of recording payments received through your payment processor is to use our Zapier Integration if your payment processor has an app on Zapier. As an example, if you use Paypal, you can build an "Zap" that would work like this:

Create a Trigger for Paypal that initiates whenever a successful sale is made.
Add the action for Teachworks that creates a payment whenever the trigger initiates.

You can take a look at Zapier's website to see if the payment processor you use is available here: https://zapier.com/apps

Using a Different Payment Processor