Payment Processing

Set up payment processing, manage payment requests, and collect payments in PaintScout

Set up how customers pay, request money at the right time, and keep invoice balances accurate. This section covers payment processors, payment methods, surcharging, payment requests, and recorded payments.

Start Here: New to payments in PaintScout? Begin exploring your options with PaintScout Payments.

Setup & Configuration

• PaintScout Payments — Set up built-in credit card and ACH payments, deposits, surcharging, and portal access
• Payment Processing with Stripe — Connect Stripe for credit card payments, deposits, and surcharge settings
• Adding Payment Methods — Choose which offline or invoice payment methods appear for customers
• Credit Card Surcharging — Configure surcharge rules for eligible credit card payments and adjust them per estimate

Payment Requests & Deposits

• Create a Payment Request — Send a payment request for a deposit, progress payment, or balance due
• Request a Deposit — Collect a deposit before work begins
• Delete a Payment Request — Remove a request you no longer need
• Mark a Payment Request as Successful — Mark a request as successful when the customer pays outside PaintScout

Recording & Managing Payments

• Add Payments to Invoices — Apply payments to existing invoices
• Manual Credit Card Payments — Charge a credit card directly on an invoice
• Manually Add a Payment — Record cash, check, ACH, or other offline payments
• How Customers Pay — See the customer payment flow for online invoice payments