ServiceMonster Pay is an in-app payment processing system you can use to process credit card and direct debit (ACH) payments within ServiceMonster. Currently ServiceMonster Pay is only available for US users (Canada coming soon).
To sign up for ServiceMonster pay, go to the Marketplace within ServiceMonster.
Select ServiceMonster Pay from the list of options.
Click on Configuration tab and then the “Sign Up Now” button.
Note: If you do not have a company address listed, there will be a prompt to do so first as ServiceMonster Pay is only available for US (Canada coming soon) users. If you are outside of those countries, you will not have access to the configuration tab.
Clicking the Sign Up button will open up the application window. From here you will need to fill out the information about your company, along with the settlement bank account and owner information (any owners with > 25% ownership).
Business Name (DBA): "Doing business as" name
Legal Business Name: Business legal name for official documentation
Business Description: Brief description of business
Business Start Date: Date business was opened
Ownership Type: How business is classified for ownership/tax purposes
Phone: Your company phone number.
Email: Your company email address.
Website: Your company website.
Monthly Volume: Estimated monthly revenue of the business
Average Ticket: The average amount of each transaction processed.
Federal Tax ID: Your company federal tax number.
Category: Category code for the business, select your business’s category from Cleaning Services, Professional Services, Repair Services, or Miscellaneous Services.
Address: Your company mailing address
Account/Routing Numbers: Deposit info for your settlement bank account
Account Type: Checking or Savings account
% of Business Transactions: Choose whether you currently primarily accept payments online or in person (with or without a POS device).
Contact Info: Name, Phone number, mailing address for each owner with 25% ownership stake or more
DOB: Birth date
Social Security Number (Last 4): Last 4 digits of SSN
Ownership Percentage: Ownership stake, rounded to the nearest whole %
Add Principal: If multiple owners with 25% stake or more, use the "Add Principal" button to add additional owners info to the application
Please be sure to read the terms and conditions carefully prior to accepting.
Click on the “Submit” button to submit the application and close the window.
In many cases, you will be able to begin processing payments within a couple of hours. However, in some cases, your application will need to go through further review. You can see the status of your application from the Configuration page of the SM Pay MarketPlace link. When the application is approved, you will see green check marks and the "approved" status. You will also get an email from ServiceMonster and our provider to welcome you.
Possible Status Codes:
After your application is approved, you'll receive a welcome email that includes instructions to login to the back office portal
The main purpose of the back office is to allow you to view your transactions, run reports, process refunds (credits), and view your settlement account details.
Reports are the primary reason you will login to the Back Office. From here you can lookup specific transactions, run reports for a time period, lookup chargeback history, and schedule automated reports to be emailed to you. Use the "columns" and "filter" options to change how the report list is displayed. You can also export your list to excel for additional analysis/formatting if needed.
If you want to view more details of a transaction, click the "open" action. Once the transaction details open up, you can see the date and transaction id along with the amount charged and the fee total. If you want to view further info, you can expand/collapse the JSON section to view the full details of the transaction. A useful field to look for is the "Meta" field, which will show the order number(s) that the payment record is attached to in ServiceMonster.
If you need to void a payment or issue a refund, simply find the transaction and click the "refund" action. Note: You will need to do a separate action to clear the payment record from ServiceMonster after issuing your refund. Simply open ServiceMonster -> find the payment record -> click the "void payment" button.
