Customers pay credit-card invoices through Stripe's hosted checkout page. The flow today is link-first: the office or the field tech sends a payment link, the customer pays themselves.
The standard flow
- Send the invoice. Every invoice has a built-in payment link that goes out by SMS and email.
- Customer opens the link.
- They click Pay now and pick Card (or ACH, Apple Pay, Google Pay).
- They enter card details on Stripe's checkout page and submit.
- The invoice flips to Paid.
This is the path that scales — no human in the loop on your side.
See Sending payment links for variations (resending, copying the link, bulk-pay).
In the field
A tech at the kitchen table sends the same link from the mobile app:
- Open the invoice or the job on the iPad.
- Tap Share payment link.
- Pick a channel (Messages, Mail, AirDrop) or hand the customer your iPad with the link open.
The customer enters their card on the same Stripe checkout page. The job and the invoice update in real time as the payment clears.
Partial payments
If the customer pays less than the full amount on the link, the invoice flips to Partial. Send the link again later (or send a new link for the remaining balance) to collect the rest.
What happens on success
| Event | Result |
|---|---|
| Invoice status | Flips to Paid (or Partial). |
| Receipt | Stripe receipt email goes to the customer. |
| Payment record | Logged on the invoice with method = Card and last-4 digits. |
| QBO sync | (If connected) The payment syncs to QuickBooks. |
What happens on failure
- The customer sees Stripe's decline message on the checkout page.
- The invoice stays unpaid; no failed-attempt record is created on the invoice.
- You decide how to follow up — send a different link, call them, etc.
What's NOT supported today
- An in-app "Key in a card" form for office staff. Use the payment link instead.
- Tap to Pay on iPhone — not currently supported.
- A "Charge saved card on file" button. Cards on file are used by system-driven charges (membership autopay, usage billing), not ad-hoc invoice charges. See Adding a card on file for a customer.