Synchroteam allows you to accept payments with Stripe.

First you need to activate the Stripe connector.

You can process payments and make refunds through the Back Office.

In order to accept payments from your technicians' mobile terminal click here.

ACCEPT PAYMENTS

1) From the job's details

Go to the job's details, create an invoice and click on "Pay now" (1) under "Balance Due".

Then fill in the customer's name, email address (2), their credit card information (3) and the amount you wish to charge (4).

Once the information has been completed, click on "Send Payment" (5).

Once the payment has been confirmed you will see the new balance due based on the amount already paid.

Once the payment is complete the client will receive their receipt and you can also send them the total amount of the invoice as well as the balance due by clicking on "Send Invoice" (1)> fill in the customer's email address (2) > click on "Send" (3).

The customer will then receive an email with a link enabling them to pay the invoice as you can see in the example below.

By clicking on the link at the bottom of the email they will be able to view the invoice and enter their card details at the end, in order to pay the invoice.

2) Directly from the invoice

You may also accept payments by going directly to your invoice in the "Invoicing" tab (1) > "Invoices" (2) > click on your invoice (3), then click on "Pay" (4).

In the window click on "Pay Now', fill in the credit card's information, email address and amount to be paid (2) and click on "Send Payment" (3).

MAKE A REFUND

Synchroteam also allows you to refund the person who made the last payment.

To do so, click on the "Refund" button (1), fill in the amount you would like to refund (2), and click on "Send refund" (3). 

Once the refund is made you will find the details of your updated balance under "Balance Due".