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Stripe — Accepting Payments & Sending InvoicesUpdated 2 years ago

This document covers accepting payments and sending invoices through Stripe.

How to Send an Invoice: https://youtu.be/454zCQbjfkE?t=27

 

From a Customer Profile or the Billing page, create an invoice and press save or save and send to the customer.  Use the actions button to process payments, re-send the invoice or print.

 

What is Stripe & What Features Does It Have?

Stripe is an independent payment processing company used by thousands of companies across the country. Pool Office Manager's partnership with Stripe, allows you to email invoices to customers directly from Pool Office Manager. Once sent, these invoices get routed through Stripe, which has a full dashboard and accounts receivable platform to capture payments.

Stripe can save customers cards so you can charge them at anytime. You can create subscriptions that automatically charge a customer at a set frequency and create customized one-time invoices.

Stripe is incredibly flexible and all of its data can be transferred into QuickBooks to maintain your books with ease.

 

Pool Office Manager and Stripe Payments

Sample Invoice in Stripe:

Itemized Invoice in Stripe

Sample Invoice Emailed to a Pool-Owner:

Clean invoices that can be paid in 1-click

Accounts Receivable Dashboard:

Quick Dashboard to Track Accounts Receivable

Viewing Open Invoices:

Payments Dashboard on Mobile Stripe App:

See payments, balance transfers and more from your mobile device

 

Pricing:

  • Stripe has no monthly or annual fee

  • Credit and Debit Cards 3.2% + 30 cents per transaction

  • Deposits are made into your account within 2 business days

  • Disputes can cost between $15 and $30 for full details visit DISPUTES DETAILS

  • Refunds You can issue either partial or full refunds. There are no fees to refund a charge, but the fees from the original charge are not returned

  • 24/7 Support with Stripe: https://support.stripe.com/contact

Accepting Payment Outside of Stripe/Pool Office Manager

If you send a customer an invoice and they mail a check or pay outside of stripe, there are no fees. Find the stripe invoice and manually mark as Paid.

In your bookeeping software, you will need to manually record the payment. 

Resources!

Check out our website: https://poolofficemanager.com/ 

Help number: 614-710-0074 ext 3

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