What is Stripe?
Stripe is a payment processor that when connected with PaintScout, will allow you to collect credit card payments directly from an estimate or invoice!
How to set up the Stripe Integration
1. Go to stripe.com and create a free account.
2. Log in to your Paintscout account. Click the person icon in the top right of your page and go to your Account Settings > Integrations section. Navigate to Stripe and toggle it on.
3. Click the settings drop-down to adjust your payment settings.
Click the Collect a deposit payment when estimates are accepted checkbox if you would like to receive deposit payments via credit card. By adding a default deposit amount by percentage (%) or dollar ($), your customer will be prompted to pay a deposit via credit card right after accepting the estimate.
Click the Allow payments on Invoices checkbox if you would like to allow credit card payments on invoices.
To enable surcharging, select the first checkbox under the Surcharging section and set the % fee that you can pass along to your customer. Select the second checkbox to allow the fee on deposits as well. Please note surcharging is a beta feature; if you would like it enabled reach out to support@paintscout.com
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.
Deposit & Invoicing Workflow with Payments
How Customers Make a Payment
1. On the estimate or invoice the customer receives, they can click the 'Pay Now' button to make a credit card payment.
Note: The Pay button will only appear on estimates after they have clicked accept.
2. The customer can then enter their credit card details and click 'Pay.'
3. A new window will appear if payment is successful.
How to Manually Add a Payment by Credit Card
1. Go to your invoice, scroll down, and click the +Add/Request Payment button in the payments table.
2. Select Take Credit Card Payment.
3. Select the payment amount and add a note if needed.
4. Enter the customer's payment information and click Pay.
Turning Off Payments or Adjusting the Deposit Amount
1. While on an estimate or invoice, click the sidebar on the right-hand side.
2. Open the Payments & Lending section. 3. You can turn off credit card payments for this estimate/invoice, adjust the deposit amount or change the surcharge percentage before sending off the estimate or invoice. |
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Commonly Asked Questions
What is the rate for PaintScout Payments with Stripe?
Each transaction processed by Stripe will be charged your stripe fee + 0.5% fee paid to PaintScout. (Stripe fees are most commonly 2.9% of the payment amount + $0.30 per transaction).
How long does a payment take to get to me?
Payout timing is adjustable in your Stripe settings. Learn more here!
How can I issue a refund?
Any refunds made will be done through the Stripe dashboard. Learn more here!
Can I pass the processing fees to my customer?
Credit Card Surcharging is currently a beta feature. Please let us know if you would like this enabled at support@paintscout.com