Simpro Payments

Overview

Simpro Payments uses Stripe to streamline customer payment processing for a more seamless experience.

About Simpro Payments

Simpro Payments allow you to integrate with Stripe making collecting payment in the field easier.

Learn more in About Simpro Payments.

Setup

To begin using Simpro Payments, first you need to configure payment methods and integrate with Stripe.

Learn more in How to Set Up Simpro Payments.

Payments

After setting up Simpro Premium, you can process card payments for your customers in Simpro Premium, and your customers can pay through the customer portal, online or in person.

Learn more in How to Use Simpro Payments.

Simpro Payments and Xero

Set up Stripe processing fees to ensure Simpro Payments are exported and reconciled correctly in Xero.

Learn more in Simpro Payments and Xero.

Apply Payments in Simpro Mobile

The invoices and payments feature in Simpro Premium Mobile enables technicians to add and edit billable items, create an invoice, email it to customers / site contacts, and receive a payment in the field. This includes transactions made with Simpro Payments.

Learn more in How to Apply Payments.

Automatic Payments

Automatic Payments are available for Simpro Premium customers who use Square and Simpro Payments for transactions, have automatic invoicing set up for recurring invoices and can access the customer portal.

Learn more in How to Use Automatic Payments.

Tap to pay

Simpro Payments offers contactless card payments with the use of Stripe Tap to Pay, a quick, easy way to accept customer payments in-person straight from the Simpro Mobile devices.

Learn more in How to Use Tap to Pay.

Terminals

Stripe Terminals can be used for in-person payments through card readers. These terminals seamlessly link with your Simpro Mobile device, simplifying on-site or in-person transactions for customers.

Learn more in How to Use Stripe Terminals.

Legacy Stripe Accounts

The original Stripe integration (2023) offered limited features and linked existing Stripe accounts and is no longer updated. Legacy accounts require a new Stripe account in order to use Simpro Premium.

Learn more in Migrating from the legacy Stripe integration.

FAQs

Before contacting Simpro support with a question, please read our frequently asked questions below.

Learn more in Simpro Payments FAQs.