Getting Paid Online

Accept online payments with integrated payment processors in WorkSnap Pro.

Supported Payment Processors

WorkSnap Pro integrates with multiple payment processors:

Processor	Payment Methods	Typical Fees (example)
Stripe	Credit/Debit, ACH Bank Transfer	~2.9% + $0.30 per transaction
PayPal	PayPal Balance, Cards, Venmo	~2.9% + $0.30 per transaction
Square	Credit/Debit Cards	~2.6% + $0.10 per transaction

Note: These are example rates only. Actual fees vary by region, account type, and agreement. Check each provider's current pricing.

Setting Up Stripe

Stripe is the recommended payment processor for most businesses.

Connecting Stripe

1. Go to Settings > Integrations > Payments
2. Click Connect Stripe
3. Sign in to your Stripe account (or create one)
4. Authorize WorkSnap Pro
5. Stripe is now connected

Stripe Features

• Credit and debit card payments
• ACH bank transfers (lower fees)
• Automatic fraud protection
• PCI-compliant processing
• Direct deposits to your bank

ACH Bank Transfers

For larger payments, ACH offers lower fees:

• Customer enters bank account info
• Verification may take 1-2 days
• Funds transfer to your account
• Fees typically ~0.8% (capped)

Setting Up PayPal

PayPal is familiar to many customers.

Connecting PayPal

1. Go to Settings > Integrations > Payments
2. Click Connect PayPal
3. Sign in to your PayPal Business account
4. Authorize the connection
5. PayPal is now connected

PayPal Features

• PayPal balance payments
• Credit/debit card via PayPal
• Venmo payments (where available)
• Buyer protection for customers

Setting Up Square

Square integrates easily with WorkSnap Pro.

Connecting Square

1. Go to Settings > Integrations > Payments
2. Click Connect Square
3. Sign in to your Square account
4. Authorize WorkSnap Pro
5. Square is now connected

Square Features

• Card payments online
• Consistent pricing
• Fast deposits available
• Integration with Square hardware (if used)

Customer Payment Experience

When a customer pays your invoice:

1. Opens invoice via email link
2. Clicks Pay Now
3. Chooses payment method
4. Enters payment details
5. Confirms payment
6. Receives confirmation email

Payment Methods Shown

Customers see options based on your connected processors:

• Card - If Stripe or Square connected
• Bank Transfer - If Stripe ACH enabled
• PayPal - If PayPal connected

Multiple Processors

You can connect multiple processors:

• Customers choose their preferred method
• Funds go to respective processor accounts
• Track payments by processor in reports

Payment Security

Payments are processed securely through your connected payment providers:

Feature	How It Works
PCI-compliant processing	Card data handled by Stripe/PayPal/Square's PCI-certified infrastructure
SSL Encryption	All data encrypted in transit
No card storage	WorkSnap Pro does not store full card numbers
Fraud detection	Built into each payment processor

Receiving Funds

Stripe

• Daily automatic transfers (after initial period)
• Funds arrive in 2 business days
• Instant deposits available (for a fee)

PayPal

• Funds available in PayPal balance immediately
• Transfer to bank: 1-3 business days
• Instant transfer available (for a fee)

Square

• Deposits next business day
• Instant deposits available (for a fee)
• Funds go to linked bank account

Managing Connections

Viewing Connection Status

1. Go to Settings > Integrations > Payments
2. See connected processors and status
3. View connection details

Disconnecting a Processor

1. Go to payment settings
2. Find the processor
3. Click Disconnect
4. Confirm disconnection

Note: Disconnecting doesn't affect past payments, but customers won't be able to use that method for future payments.

Best Practices

1. Connect multiple processors - Give customers options
2. Enable ACH - Lower fees for large payments
3. Check deposits - Monitor that funds arrive
4. Update banking info - Keep processor accounts current
5. Review fees - Understand costs per transaction

Troubleshooting

Payment Failed

• Customer should verify card details
• Check card hasn't expired
• Ensure sufficient funds
• Try different payment method

Funds Not Received

• Check processor dashboard for holds
• Verify bank account is linked
• Contact processor support

Customer Charged but Invoice Shows Unpaid

1. Allow a few minutes for the payment to sync
2. Verify the payment in your processor's dashboard (Stripe, PayPal, or Square)
3. If confirmed but still not showing, record a manual payment with the processor's transaction ID as reference
4. If uncertain, contact support before manually marking as paid (to avoid double-counting)

---

Previous: Change Orders Next: Payment Schedules & Milestones