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.
If you haven't done so already, you'll need to set up the Stripe Add-on. See How to integrate with Stripe and What is Stripe.
You'll also 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
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.
The {document} field code is included by default in several of the standard email and invoice templates pre-populated in new ServiceM8 accounts. The only way to remove this link is to remove the {document} field from both the email template/s (Settings > Email Templates) and the invoice template/s (more info here).
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 Work Orders and Completed jobs will show the "Pay Now" link.
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.
Click Email, to send the invoice by e-mail using the new template
Click Email Templates and choose the Invoice with link template
You can see that the {document} field is replaced with an auto-generated link.
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.
When ServiceM8 is connected to a Stripe account, the online invoice portal accessible via the special {document} link will always include the button to 'Pay Now' by card (via Stripe) i.e. where Stripe is activated in an account, all online invoices will present the option to pay by card (via Stripe).
Customer enters their card details to pay the invoice
Payment is processed
Payment details are recorded against the job in ServiceM8
