Invoicing and getting paid

The money is yours

Payments run through your own Stripe account. Money moves from your client to you; it does not pass through us, and we take no percentage of it. The card fee is Stripe’s and goes to Stripe.

Connecting

You need to be the owner of the account. Stripe will ask its own questions about your business and hand you back when it is done.

1. 1Open Settings, then Payments.
2. 2Start the Stripe connection and answer their questions.
3. 3Come back and check what the page says about the account.“Connected” is not the same as “can take payments”. Stripe holds a new account back until it has what it needs, and this page says so in as many words — because a contractor who believes they are collecting money and is not will find out from their bank balance.

Charging

An invoice can be raised from work that was done, and where the client has a card on file it can be charged against the visit it belongs to.

The card itself is stored with Stripe and never with us. We keep the last four digits, the brand and Stripe’s reference for it, so a card number cannot leak from a system that never held one.

If you are not on Stripe yet

Invoices still work. You can produce and send one, and record a payment against it that arrived by check or transfer. Stripe adds the card; it is not what makes billing possible.

QuickBooks

Connect it and invoices and payments are sent out to it. It is deliberately one-way: we do not read your books. Your accountant’s ledger is not somewhere a scheduling product should be writing opinions.