What is Stripe?
Stripe is a payment processor that will allow you to collect credit card payments directly from an estimate or invoice in PaintScout!
How to set up your Stripe Integration
1. Go to stripe.com and create an 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.
3. Navigate to Stripe and toggle it on.
4. Click the Settings dropdown to adjust your payment settings.
Collect a deposit payment when estimates are accepted: check this off 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 after accepting the estimate.
Allow payments on Invoices: check this if you would like to allow credit card payments on invoices.
Surcharging:
To enable this, select the first checkbox and set the % fee that you will pass along to your customer.
Select the second checkbox to allow the fee on deposits as well
Customize your "Payment Received" email
When a payment is added to an estimate or invoice, an email will be sent to your customer confirming that you have received their payment.
To edit the email template, follow the steps below:
1. Go to your Account Settings > Communications > Email Templates.
2. Under the Emails Sent Automatically section, 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 Stripe
How customers make a payment
1. When the customer receives the estimate or invoice, they can click the Pay Now button to make a credit card payment.
Please note: The Pay Now button will only appear on estimates after they have accepted the estimate.
2. The customer will 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. Open the selected invoice and scroll down to the Payments table.
2. Click the +Add/Request Payment button.
3. Select Take Credit Card Payment.
4. Enter 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.
Commonly Asked Questions
What is the rate for payments with Stripe?
What is the rate for 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?
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?
How can I issue a refund?
Any refunds made will be done through the Stripe dashboard. Learn more here >