Overview
Accepting payments in serviceminder is streamlined and flexible, supporting a variety of payment methods and gateways to help businesses get paid quickly and efficiently. This article provides a brief overview of how payments are accepted, configured, and managed within the serviceminder system.
This article will review:
Settings and Navigation
Before accepting payments, you’ll need to configure your payment processor and custom payment methods:
Payment Processor
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Go to Control Panel > Integrations > Payments to enable and configure gateways. Supported gateways include Stripe, Authorize.Net, QuickBooks Payments, TSYS, WorldPay, and others.
Payment Methods
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Enable accepted payment methods—such as credit cards, e-checks (ACH), cash, paper checks, and digital wallets (e.g., Venmo, PayPal)—from the Payments or Payment Options tab.
Learn more about payment processors and financing >>
Payment Methods
ServiceMinder supports a wide range of payment methods:
- Credit & Debit Cards: Accept payments online or over the phone using integrated gateways.
- E-Checks/ACH: Allow customers to pay directly from their bank accounts.
- Cash & Paper Checks: Record offline payments manually.
- Custom Payment Methods: Manually record payments received via your custom payment methods (i.e., Venmo, Paypal, etc).
- Consumer Financing: Offer financing through partners like Wisetack, letting customers pay over time while you receive full payment up front.
Recording and Managing Payments
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Customer Payments: Customers can make deposits on proposals or pay invoices through secure online forms.
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Internal Recording: Team members can manually record payments against proposals, appointments, or invoices, including payment method, amount, date, and reference number.
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Payment Plans & Recurring Billing: Configure installment plans or recurring charges for ongoing services, with either manual or automatic tracking.
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Receipts: Email receipts can be sent to customers after payment is recorded.
FAQs
Q: How do I enable online payments for my customers?
A: Set up a payment gateway in Control Panel > Integrations > Payments and enable your preferred payment methods. Customers will then see online payment options on proposals and invoices.
Q: Can I offer payment plans or recurring billing?
A: Yes. You can configure installment plans and recurring billing for ongoing services per customer or service type. Click HERE to learn more.
Q: Is ServiceMinder PCI compliant?
A: Yes. All transactions are PCI-compliant and tokenized to protect sensitive information.
