Payment Processing

Speed up the payment collection process by offering customers the ability to pay invoices online with ACH Bank Transfer or a debit/credit card. This is possible through the Stripe integration and it only takes a few minutes to get up and running. 

Set Up

To set up this integration, go to your Settings, click the Integrations tab, and select the Stripe integration. Click Connect with Stripe and follow the instructions to create your account. Upon completion of your account, the Stripe integration will be live.

Enable ACH Bank Transfers

Click the "Enable ACH" button on your Stripe account to allow your account to receive bank transfers. If you're signed into Stripe and you don't see the "Enable ACH" button, ACH has already been enabled. Once enabled in Stripe, check the green box in the Stripe settings within your JobTread integrations tab to enable ACH bank transfers in JobTread.

Payment Fees

The Stripe integration is included in your JobTread subscription and does not cost you or your company any fees upfront. The use of Stripe payment is a pay-as-you-go model, which costs 2.95% + 30 cents per successful credit/ debit card charge. ACH Bank Transfer costs 1% + $1 per successful transaction (up to $15 maximum). 

Example 1
An invoice for $2,000 will incur the following transaction fees:
Credit and Debit Card Payment: $59.30
ACH Transfer: $15

Example 2
An invoice for $300 will incur the following transaction fees:
Credit and Debit Card Payment: $9.15
ACH Transfer: $4

Accepting Payments

You are now ready to accept payments on JobTread! Using this new tool is a cinch. When you create your next invoice, look for the Accept ACH and Accept Card toggles on the right side of the page. Switch this setting on (indicated by green) for each type of payment you would like to accept and the customer will be presented the option to pay using ACH Bank Transfer or debit/credit card.

Note: you can also accept payments in person. To do this, enable card payments, click Mark as Pending, have the customer enter their card information, and submit.

When you click Send to Customer, they will receive an email notifying them of the new invoice. This email provides access to their portal where they can view the invoice and pay online. They can also use this portal system to access previously submitted documents (i.e. estimates, change orders, progress invoices), communicate with you, and share files.

Credit Card Payments

With card payments enabled, the customer will be provided a form to enter their card information with the amount due. If the customer uses a device with Apple Pay or Google Pay enabled, this will also appear as a payment option.  

ACH Bank Transfer Payments

For security purposes, when paying through an ACH Bank Transfer, the customer will be prompted to create a password for their JobTread portal. They will receive a temporary password code via email, which they will use to create their own password. Next, the customer will be prompted to enter their bank account details and complete the payment. Bank transfer details will be saved in the customer's portal to make future payments quick and effortless!

You'll be notified via email as soon as the payment is received. The only thing left to do is celebrate! The amount collected will appear on the invoice, as well as the Budget table under the Customer Invoices tab.


FAQ

How much does it cost to collect payment via card or ACH?

The Stripe integration is included in your JobTread subscription and does not cost you or your company any fees upfront. The use of Stripe payment is a pay-as-you-go model, which costs 2.95% + 30 cents per successful credit/ debit card charge. ACH Bank Transfer costs 1% + $1 per successful transaction (up to $15 maximum).

What happens if a charge is disputed by the customer?
Stripe offers an end-to-end automated process that works directly with card companies to handle disputes. Stripe will also help submit evidence to aid in the resolution of the dispute.
Will the customer receive a receipt?
Your customer will receive an automatically generated email receipt that confirms payment.
Do I have the ability to refund a payment?
Through the Stripe dashboard, you have the ability to easily initiate refunds to your customers.
What payment options are available to my customers?
Simple, online payment is available via credit card, debit card, and ACH Transfer are available. Customers can also pay with Apple Pay or Google Pay. You can choose the jobs and invoices that you would like to offer the online payment option.