Confirm online payments are ready
The owner connects Stripe in Settings and completes Stripe’s onboarding requirements. Check that charges are enabled before sending an online payment request. Payout availability can have separate requirements.
A test connection is for testing only. Payment methods, processing fees, and payout timing depend on your Stripe account and configuration. Subscription fees and customer payment fees are separate.
Send the invoice and check settlement
If the payment says it is processing, wait for confirmation before asking the customer to try again. For a customer who cannot open their link, provide a current portal link from their customer record.
- Create an invoice for the job or use Create invoice on an accepted estimate. Review all amounts, the customer, and the due date.
- Set the invoice to Sent and check any email delivery warning. The customer uses their private portal link to open the invoice and pay through Stripe.
- After checkout, check the invoice again for confirmed payment. Some methods take time to settle; returning from checkout does not by itself mark an invoice Paid.
Deposits and adjusted balances need review
Self-service portal checkout currently collects the full invoice amount. It does not offer a customer-entered partial amount or a deposit checkout.
An invoice whose outstanding balance differs from its total cannot use this checkout flow. Accepted-estimate conversion also stops when a deposit or pending payment needs reconciliation. Do not create a second full invoice to bypass that warning.
Contact support with the estimate or invoice number before continuing. For refunds or disputes, the owner should review the payment in Stripe and contact support about any corresponding FieldClose balance changes. There is no self-service refund workflow in this app.
When payment is unavailable
- Draft, paid, and void invoices cannot be paid through the portal.
- The invoice needs a positive balance and a Stripe account enabled for charges.
- If a previous payment session cannot be confirmed, retry later rather than collecting a duplicate payment. Include the invoice number and visible error when contacting support.