Last Updated: December 11 2024
About Simpro Payments Powered by Stripe
Overview
Integrate Stripe with Simpro Premium to make collecting payment in the field easier.
With Stripe Payments enabled, you can also process payments over the phone, add payment links to invoices and emails, allow your customers to pay their invoices in the customer portal and in the field using Simpro Mobile or in person with a Stripe Terminal. Learn more in How to Set Up the Customer Portal, How to Use Automatic Payments with Square and Stripe, and How to Apply Payments.
New to Stripe? You can sign up for a free account while completing the Simpro and Stripe integration process. Learn more in How to Set Up Simpro Payments Powered by Stripe.
Please note that any Stripe accounts registered or integrated with Simpro prior to the 8th of September 2024 are now legacy accounts. Integrations with legacy Stripe accounts do not include any of the features or improvements released for Simpro Payments powered by Stripe, after the 8th of September. This includes Stripe payments on Simpro Mobile. To get access to the latest features, disconnect your existing Stripe account from Simpro Premium and reconnect to create a new Stripe account.
Learn more in How to Set Up Simpro Payments Powered by Stripe.
Benefits of Simpro Payments powered by Stripe
Payments directly through invoices
Get the following benefits when you add a payment link directly to your invoices:
- Customers can make payments as soon as they’ve been invoiced
- No need for customers to access external portals to make payments
- Customise your forms to make it easier for customers to know how to pay
- Allow customers to make payments through a trusted payment provider
- Keep your payment records in Simpro Premium, your accounting package and your bank account consistent.
Payments through the Customer Portal
Get the following benefits when you enable Simpro Payments powered by Stripe in the Customer Portal:
- Give clients a direct way to manage their payments and invoices directly
- No need to handle payment processing manually
- Drive retention and create an ongoing relationship between you and your customers
- Get notified as soon as a payment has been processed.
Process payments manually
Get the following benefits when you process Stripe payments on invoices in Simpro Premium:
- Process payments over the phone
- Integrate Stripe payments directly into the standard Simpro Premium payments workflow
- Keep a record of payments in Simpro Premium
- Report on actual payments made in Simpro Premium.
Payment through Simpro Mobile
Get the following benefits when you process Stripe payments on invoices in Simpro Mobile:
- Process payments in the field
- Collect payment immediately on completion of job
- No additional applications required
- Connect hardware via Bluetooth
- Supported in the UK, US, AU and NZ.
Available interactive learning
Interested in discovering more about Simpro Payments powered by Stripe? In addition to the Help Guide articles and videos, you can explore Simpro Payments powered by Stripe further through the Simpro Learning Toolbox.
Simpro Learning Toolbox
A complete eLearning course is available on the Simpro Learning Toolbox to introduce you to Simpro Payments powered by Stripe and guide you through the functionality. eLearning materials include videos, simulations, interactive practices and knowledge checks, so you can preview using Simpro Payments powered by Stripe without needing to sign up.
Frequently asked questions
Got questions about Simpro Payments powered by Stripe?
Check out our Stripe Payments FAQs.