Yes. The invoice email carries a payment link. The homeowner opens it, presses Pay and pays by card or bank account on Stripe's secure page, and the payment is recorded on the invoice in the project.
Online payments for roofing and restoration contractors: the homeowner pays the invoice, the claim records it
Your customers pay an invoice by card or bank account from the payment link in the invoice email. The money goes to your company's own Stripe account, and the payment is written onto that invoice in the project without anyone typing it in.
Invoice 1042
$2,500.00
Due December 12
Pay $2,500.00CardBank account
View invoice (PDF)
One payment, seen from the homeowner's side and from yours
On an insurance job the homeowner usually pays only a part of the total, such as a down payment or a retail upgrade on top of the claim. The invoices themselves are built as described on claim invoicing. This is what happens after one of them is sent.
HomeownerYour office
1
Opens the invoice email and taps the payment link.
Nothing to do yet.
2
Sees your logo or company name, the invoice number, the amount, the due date and one Pay button.
The invoice still shows its full balance.
3
Pays by card or bank account on Stripe's secure page.
Still nothing to do.
4
Comes back to a Payment received page and gets Stripe's receipt by email.
The invoice balance goes to zero and a Received payment appears under it.
5
Done.
A project note says who paid, how much, by what and on which day, and the project log credits the change to Customer (online payment).
Every one of those changes can be read back later on the claim audit trail.
Card payments land at once, bank payments after the bank confirms
A card answers in seconds. A bank account takes a few days to say yes, and the invoice is held for those days so nobody pays it twice.
Paid by card
- Pay pressedStripe takes the card on its own page.
- Same minuteThe customer sees Payment received.
- On the invoiceThe payment is recorded and the balance is zero.
Paid from a bank account
- Pay pressedThe customer reads "Your bank payment is on its way" and is told not to pay again.
- While it clearsThe invoice is marked as being paid and a note says it is recorded when the bank confirms, usually within 4 business days.
- Bank confirmsThe payment is recorded on the invoice like a card payment.
If the bank refuses it
- RefusedStripe reports the failed bank payment.
- Note on the projectThe note says the invoice is open again.
- Same linkThe customer can pay it again from the link they already have.
What the payment looks like on the invoice
Payment on invoice 1042Drawn example, written by the system
- Status
- Received
- Amount
- $2,500.00
- Payment method
- Credit/Debit Card
- Memo
- Paid online (Stripe)
- Payment account
- Operating checking
- Reference
- Stripe payment number
- Invoice location
- Payment cleared on our bank account
The payment is stored as a Received payment, the same kind of record as a check someone enters by hand. The invoice moves to cleared, which is what accounts receivable shows when you ask who still holds your money.
Team commissions booked on that invoice are approved by the same payment, as they are for a check, which is how commission tracking decides who can be paid.
If you picked a bank account for online payments, the deposit is also posted to that account in the CRM. With no account picked, the payment is recorded under the account name Stripe and no bank balance in the CRM changes.
Turning it on in Settings, Online Payments
An admin does this once for the company. Online payments are part of the Professional plan.
- Press StartStripe's form opens right on the Settings page: your business and its owner. It takes 2 to 3 minutes, and you do not need a Stripe login.
- Take paymentsAs soon as Stripe accepts the form, customers can pay. Until then the invoice window warns "Online payments are not set up" before anything is sent.
- Add your bank for payoutsYou add it afterwards on the same page. Until then the money waits in Stripe.
- Pick the bank account in the CRMChoose the account from your Bank Accounts list that online payments are recorded in.
Accept invoice payments online
- Online payments
- Accepting online payments
- Payouts to your bank
- On
- Bank account in the CRM
- Operating checking
CRM For Claims takes no fee. Stripe charges its standard processing fees. Payouts, payments, refunds and disputes are on this same page.
The rules that keep the invoice balance right
A payment page is only useful if the number on it is still true. These are the messages a homeowner can meet on the page, and the rule behind each one.
| The homeowner reads | Why |
|---|---|
| Pay $2,500.00with Card and Bank account under the button | The invoice is Approved and the payment is always for its full balance. |
| This invoice cannot be paid online yet. | Only an Approved invoice gets a Pay button. |
| This invoice already has a payment being processed. | A Pending payment is already entered against it, so the office checks before a second one comes in. |
| The amount left on this invoice is below the $0.50 minimum for online payment. | Fifty cents is the smallest amount the page will charge. |
| This invoice is paid | The balance is zero, so there is nothing to pay. |
Two more rules sit behind the page. A payment link opens for 30 days, and anyone in your company who opens it sees a Revoke link button. When a payment arrives for an amount the invoice no longer has, it is not applied by itself: a note tells the office to apply it in Income or refund it.
FAQ
Frequently asked questions
Straight answers about who we serve, what we automate, and how to get started.
No. CRM For Claims takes no fee. Stripe charges its standard processing fees on your own Stripe account.
No. The online payment is always for the full balance of the invoice. To collect in parts, send separate invoices for each part.
The bank usually confirms it within 4 business days. Until then the invoice is marked as being paid and cannot be paid twice.