Work provides an opportunity for Admins to speed up the time it takes to receive a payment for an invoice. Through an integration with Stripe®, Clients are able to pay their invoices as soon as they receive it via E-Mail. In order to take advantage of Work online credit card payment capture, you will have to have a Stripe® account set up.
Starting with Stripe®
From Settings, select Integrations then select Stripe®.
To get started, Admins will select Connect to Stripe®.
Note: Learn more about Stripe®and sign up for their services by simply clicking What is Stripe?
Admins are then directed to a Stripe® integration page to answer some questions regarding their company information like Tax/VAT, Location, and Bank information.
Note: Completing this step will create a Stripe® account. If you at any time need to stop taking payments you simply select Disconnect.
Taking Online Credit Card Payments with Work
After setting up Stripe® and linking it to Work, your Clients will see a link in the body of the Email you send them their Invoices.
- The link is designed to capture the Clients credit card details securely using Stripe® as the payment processor.
- When a Client clicks on that link it will take them directly to a webpage displaying the Invoice and a field for the Client to enter their credit card details.
- Once payment is made and successfully processed by Stripe®, the funds will be deposited by Stripe® to your linked account.
- If the Invoice is paid in full it will be marked as paid in Work, if it is partially paid that will be reflected in Work as well.