Setup
Go to Setup → Integrations → Payments → Stripe
Click on the Connect button to be taken to the Strip login page.
You can login to your existing account, or create a new Stripe account.
You would need to go through your account setup in Stripe. Once done, click on the Connect button within Stripe to be taken back to the trackr iO Stripe integration page.
Switch on the pay now button if you want this appended to your invoice emails.
If you have Xero connected, you would need to go to Setup → Integrations → Xero and choose where the processing fees should go.
Select Charge my customers a processing fee, if you wish to pass on some of the Stripe fees to your customer. If you have Xero connected, you must assign these fees to a Xero account.
Taking payments from the portal
Open a job that is ready to invoice
Click Preview and Send Invoice
Click the green “Pay invoice” button
You will be able to process the payment even if the contact does not have an existing card on file.
Add the card details
If you have consent, you can save the card for future payments by toggling the Save this card for future payments securely option
Click the Pay button
Send the invoice – it will show that a payment has been processed and there is nothing outstanding
Taking payments from the field
Open a job that is ready to invoice
Go to the Preview and Send Invoice screen
Tap the “Take Payment” button
Add the card information
If you have consent, you can save the card for future payments by toggling the Save this card for future payments securely option
Tap on the Submit Pay Invoice button
Send the invoice – it will show that a payment has been processed and there is nothing outstanding
The card will be stored for future payments
Transaction fees
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Stripe fee
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Australia
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1.70% + $0.30 each transaction
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* Listed fee is for domestic cards only. A higher fee applies to process American Express or international cards. Refer to Stripe's Australian pricing page for details.