Setting Up Stripe:
Go to the Marketplace, and click on Stripe.
Click on the Configuration tab.
Click on the "Set Up Your Payments Account" button
In the pop-up, set up your new Stripe account or if you already have one sign in
Once you're set up, you won't have to do it again and it will automatically be integrated in ServiceMonster
Easy way to process credit cards with Stripe
- Go to a work order
- Select "New Payment" at the top
- Fill out necessary card information
- Select Run Credit Card
- Enter in the necessary info
- Click run charge
- Click yes
Viewing Stripe payments in ServiceMonster
- From the same work order page, click on the Payments tab
- Or select Orders, click Payments, and click Dashboard at the top
- Dashboard is only available for users integrated with Stripe