Payment & Credits

Introduction

This article shows you how to create a payment using Stripe. To process Stripe payments, you must first integrate your Stripe account with your Skeduler account. For more information, see:

• Integrate Stripe Software

1 Opening the Job Card page

The first step is to locate a job card.

1. Scroll up to the top of the page and locate the main menu bar.
2. Click Accounts. A drop-down menu displays.
3. Click Jobs. The Jobs page displays.
4. Locate the job card you want to edit by recording a Stripe payment.
5. Click View. The Job Card page displays.

2 Opening the Payments panel

The next step is to open the Payments panel.

1. On the Job Card page, scroll down to Payments.
2. Click the +Payment button.

3. The Payments panel displays.

3 Selecting an invoice

1. With the Payments panel open, click the Invoice Options box. A drop-down menu displays.
2. Select an invoice to match the payment. The menu closes and the invoice number displays.

4 Selecting a date

1. The current date displays in the date box.
2. To change the payment date, click the date box. A calendar displays.
3. Click the date you want to record for the payment. The calendar closes and the new date displays in the date box.

5 Entering an amount

1. Enter the payment total in the Amount box. Do not include a dollar sign.

6 Selecting Stripe

1. Click the Payment Method box. A drop-down menu displays.
2. Select Stripe. The menu closes.
3. Enter a reference in the Receipt/Auth Number box (optional).
4. Click Save. The Payments panel closes. The Stripe payment panel displays.

7 Entering payment information

1. With the Stripe payment panel open, enter customer credit card information.
2. Click Pay. The payment is processed through Stripe and added to your account.