Setting Up Payment Processing

Overview

The CRM supports multiple payment processors so you can collect deposits when customers sign estimates and accept final payments after a job. This guide covers configuration and day-to-day payment management.

Configuring a Payment Processor

Step 1: Open Payment Settings

1. Click Settings in the sidebar
2. Click the Payments tab

Step 2: Choose a Payment Processor

Under Payment Processing Integration, click the Choose Payment Processor dropdown. Options are:

• Stripe
• Square
• PayPal
• Authorize.net
• No Online Payments

Select your processor.

Step 3: Enter API Credentials

For Stripe:

• Enter your Publishable Key (starts with pk_test_ or pk_live_)
• Enter your Secret Key (starts with sk_test_ or sk_live_)
• Get these keys from your Stripe Dashboard at dashboard.stripe.com/apikeys

For Square:

• Enter the credentials from your Square Developer Dashboard

For PayPal and Authorize.net:

• Enter the credentials from those platforms' developer portals

Step 4: Configure Deposit Requirements

Still on the Payments tab, set deposit amounts under Deposit Requirements:

• Local Moves — choose Flat Amount or Percentage
• Long Distance — choose Flat Amount or Percentage

Check We collect deposits from customers to enable deposit collection on estimates. When unchecked, deposit options are hidden throughout the system.

The Payments Page

Click Payments in the sidebar to manage all payment activity.

Summary Cards

At the top of the page:

• Total Payments — count of all payments
• Total Amount — sum of all payment amounts
• Completed — count of completed payments
• Today's Payments — count of payments received today
• Today's Amount — sum of today's payments

Filtering Payments

The Payments page uses two dropdown filters (not tabs) and a search field:

• Status dropdown: All Statuses, Succeeded, Completed, Pending, Processing, Failed, Refunded
• Method dropdown: All Methods, Stripe, Square, Card, Cash, Check, Bank Transfer
• Search bar: find payments by customer name, email, phone, or transaction ID

Creating a Payment Request

1. Click Create Payment Request
2. Fill in the Create Payment Request modal:
   • **Customer *** — select the customer
   • Job (Optional) — link to a specific job
   • **Amount *** — payment amount in dollars
   • **Payment Method *** — Stripe (Card), Square, Zelle, Venmo, or Cash App
   • **Send Via *** — Email or SMS
   • Notes (Optional) — additional instructions for the customer
3. Click Send Payment Request

The customer receives a payment link at their email or phone number.

Payment Row Actions

For each payment in the list:

• Download Receipt — download a PDF receipt
• Send Receipt via Email — email the receipt to the customer