Taking a Tips Payment via Stripe or ACH

Modified on Mon, 17 Oct 2022 at 06:46 PM

Once you have allowed sufficient time for a client to add any tips to their Account Summary in the Client Portal, you can take your payments via Stripe as normal.

Navigate to Invoicing > Unpaid Invoices

Run your Unpaid Invoices Report as you usually would, on a daily, weekly or monthly basis.
Check the boxes by all the invoices that can be paid via Stripe or ACH. These are indicated by the green "S"
Click "Take Payment With Stripe... "

taking credit card payment in your dog walking software while you invoice

Check the box to send an emailed Receipt to your clients.
Choose an email template, eg. "Invoice Template 3 Paid CC".
Click "Take Payment With Stripe" again to take payment automatically.

take automatic payments with stripe while you invoice in your pet sitting software

Note: Always wait to move to another screen until Pet Sitter Plus finishes processing the invoice payments.