Card Payments Settings

16
Claire GautreauxOwner

Top Tasks

Follow up on large patchSend estimate for bed weed controlFollow up on large patch
Clock InToday: 5 stops

Talk

MessagesEmailsShared Notes

Work

Tasks11My DayMy Timesheet30.7h

Me

Time OffMy PayMy FilesMy EarningsDocuments
My Settings
Help
Help CenterSupport ChatAnnouncementsFeature Requests
Sign Out
Log Out
Switch
OfficeCustomer
Card Payments Settings
Dashboard Base Board Waiting Services Upcoming Services This Month on Base Routing Today's Teams Tickets Waiting on Parts Done Tickets Route Quick Calc Tasks Customers Properties Quote Requests Tags Soil Tests Programs Services Products Equipment Reference Estimates Estimate Pipeline Estimate Templates Add-on Offers Renewals Estimate Reports Stages & Reasons Invoices Card Payments Statements Deposits Price Rules Price Changes Import Prices Vendors Expenses Bills Checks Purchase Orders Mileage Timesheets Time Off Pay Runs Commission 1099s Sales Tax Texting Bill Aging Revenue by Service P&L Cash Flow Budgets Ledger Money Log Reports Scorecard Employees Roles & Permissions Shop Wall Clock My Earnings Emails Messages Automations Text Assistant Send Safety Website Reviews Customer Survey Lead Sources Service Status Change Log Integrations
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Card PaymentsOnline card payments, saved cards and autopay through the provider you pick. Needs Invoices & Payments.
Test charges nothing (simulated payments). Live uses your Live Keys and real money.MoreLess
What It Does
Keeps card payments safe until you are ready. With Card Payments off, the badge says Not Accepting Payments at This Time.
What It Changes
Switching to Live needs an admin to type LIVE. Adding Live Keys never switches you, and every switch is logged in the Change Log.
How to Use
  1. Save your Test Keys and run a test charge.
  2. Save your Live Keys.
  3. Type LIVE to switch.

Picking one fills in everything that provider needs. You only add your own keys below.

Customers can turn on autopay for a saved card (with their consent recorded).

A saved card can be removed from the portal.

Off: Approve only. Flat or Percent: the customer approves and pays a deposit right away ("Approve & Pay").

Dollars, or percent of the estimate total when the type is Percent.

When the customer picks Prepay on an estimate, they pay the season (less the prepay discount) right after approving.

Days to wait before trying a failed card again; 0 doesn't retry.

After this many failed tries the invoice waits for the office.

Sent to the customer when an autopay charge fails (test mode: test customers only).

Tags: [pay_error] plus the invoice tags.

Sent by Send Expiring Card Notices on the Card Payments page. Nothing goes out on its own.

Absorb: you pay the processing fee (default). Surcharge: credit cards only, never debit or ACH, with the disclosure line.

The card surcharge percent; card rules cap it at 3% and at your real cost.MoreLess
What It Does
Sets the percent added to card payments when Card Fees is Surcharge.
What It Changes
Some states ban or cap surcharges (Connecticut and Massachusetts ban them; Colorado caps 2%; Maine caps at your cost).
How to Use
  1. Check your state's rules (some ban or cap surcharges).
  2. Register with Visa and Mastercard 30 days before you start.
  3. Type the percent (3% at most) and click Save.

Shown before paying and on the receipt.

Above this, card is refused and bank (ACH) is offered. 0 = no limit.

Shown when autopay is turned on. The exact text, time and IP are saved.

Shown next to the Save checkbox.

Tipping

An optional tip on online payments, kept apart from the invoice amount. Starts off.

On: the customer pay form (portal and invoice link) offers a tip.

Comma-separated percents of the payment. The customer can also pick No tip.

On: the customer can type their own tip.

Shown above the tip choices.

Switching Mode to Live: an admin types LIVE here

Built-in Test Provider (demo only)

Filled in for you: 4 settings
SettingValue
pay_online1
pay_methodscard,ach
pay_save_cards1
pay_webhook_path/pay_hook.php?p=simulated
Quick Calc

Type a rate, mix or unit question, or tap an example.