How to Set up PaintScout Payments
1. Click the person icon in the top right of your page and go to your Account Settings > Integrations. Find PaintScout Payments and toggle it on.
If you're currently connected to Stripe, switching to PaintScout Payments will automatically disconnect your Stripe integration.
2. You will be redirected to a form page - fill in all the requirements and submit.
3. Head back to PaintScout to adjust your payment settings. Click the Settings drop-down.
Collect a deposit payment when estimates are accepted – Enable this option to require deposit payments via credit card or ACH. You can set a default deposit amount as a percentage (%) or a fixed dollar ($) amount. Once enabled, customers will be prompted to pay the deposit immediately after accepting an estimate.
Allow payments on invoices – Enable these options to accept credit card or ACH payments for invoices.
Enable surcharging – To pass along processing fees to your customers, toggle surcharging on, and set the percentage fee. If you’d like to exclude this fee from deposit payments as well, check the second box.
Select “Allow debit card payments” if you want to accept debit transactions — just note that surcharges won’t apply. Due to legal restrictions, debit payments can’t be surcharged. If unchecked, customers won’t be able to pay with debit while surcharging is enabled.
4. Once you have adjusted your settings, you can log in to your payments portal at https://payments.paintscout.com/login - this is where you will be able to see all your payments, process refunds, etc.
You can also click the Open Payments Portal button to log in.
How Customers Make a Payment
1. On the estimate or invoice the customer receives, they can click the 'Pay Now' button to make a payment.
Note: The Pay button will only appear on estimates after they have clicked Accept.
2. The customer can choose to pay via Credit Card or ACH.
3. A new window will appear if payment is successful.
Payment Received Email
Anytime a payment is added to an estimate or invoice, an email will be sent out to your customer confirming you have received their payment. To edit the email template follow the steps below:
1. Go to your Account Settings > Communications > Email Templates > Emails Sent Automatically section.
2. Click the Payment Received email template.
3. Adjust the verbiage in your email and make sure the Enabled checkbox is on.
Frequently Asked Questions
How do I access the payments portal?
You can access your payments portal directly here: https://payments.paintscout.com/login
Alternatively, you can access it through the Integration Settings in your account.
What are the processing fees?
Credit card payments incur a flat processing fee of 3.15%, while ACH payments have a fee of 1%, capped at $25.
How long does a payment take to get to me?
The default payout schedule is set to daily, but you can customize it in your settings.
Navigate to your Payments Portal and click Payouts in the Admin category of the left navigation panel.
Click the View Schedules button to access more information about all payout schedules.
To edit the details of the active payout schedule, click the Edit Schedule button.
Please note that ACH payments may take 1–5 business days to appear in your available funds for withdrawal.
How can I issue a refund?
To issue a refund on a payment, navigate to your Payments Portal and select a payment under the Payment History category of the left navigation panel.
Once the payment is expanded, click the Refund button.
I was previously connected to Stripe, how does this affect my outstanding estimates and invoices?
You can still accept payments on your previous estimates and invoices; however, ACH will not be available until you manually enable it. To enable ACH, go to the Sidebar > Payments & Lending > Select ACH as an option.
Can I add a surcharge to ACH payments?
Surcharging is only available for credit card payments and does not apply to ACH transactions.
You can select the “Allow debit card payments” if you want to accept debit transactions — just note that surcharges won’t apply. Due to legal restrictions, debit payments can’t be surcharged. If unchecked, customers won’t be able to pay with debit while surcharging is enabled.