How to take payment with Stripe online

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This article shows you how to take credit card payments online by e-mailing or SMSing invoices to your customers.

ServiceM8's integration with Stripe allows you to receive payments online by e-mailing or SMSing your customers a link which contains a "Pay Now" button. This article shows you how to get started.

First, you'll need to set up an e-mail and/or SMS template which includes the special field code to generate an invoice link. Then, you can use this template to send an e-mail or SMS to your customers to allow them to pay their invoice online.

Create an E-mail or SMS template

To generate the special link, you need to add the {document} field to your e-mail or SMS template. This help article will demonstrate how to set up an Email template with this field, however the process is very similar for SMS templates. Please refer to How to create an SMS Template.

In the Settings area, click Email Templates

In the Settings area, click Email Templates

Click Add Email Template

Click Add Email Template

Set up your e-mail template

Enter the text you would like to be shown in the e-mail sent to your customers. You may wish to copy-paste this from one of your other e-mail templates, if you've already got one set up.

The important field to include is {document}. When you send an e-mail, this will be replaced with a link which allows the customer to view an pay their invoice online.

Once you're happy with your template, click Save Changes.

Set up your e-mail template

Send the Invoice to the Customer

Go to the Dispatch Board and open a Completed job

Although you can send links to Quotes and Work Orders using the template you just set up, only Completed jobs will show the "Pay Now" link.

Go to the Dispatch Board and open a Completed job

Produce an invoice for the job

Please note -- you need to perform this step in order to generate the invoice and save it to the job diary. If you send an e-mail with the {document} field without first saving an invoice to the job diary, the generated link will not display an invoice to the customer.

Produce an invoice for the job

Send an e-mail using the new template

You can see that the {document} field is replaced with an auto-generated link.

Send an e-mail using the new template

The customer can view the invoice using the auto-generated link

Clicking the "Pay Now" button opens a window for the customer to pay the invoice.

The customer can view the invoice using the auto-generated link

Customer enters their card details to pay the invoice

Customer enters their card details to pay the invoice

Payment is processed

Payment is processed

Payment details are recorded against the job in ServiceM8

Payment details are recorded against the job in ServiceM8
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