How to Use Simpro Payments

Overview

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

Customers already using Simpro Payments by Stripe must revoke their token and reconnect to Stripe to start using automatic payments. Learn more in How to Set Up Simpro Payments.

Once you have integrated Stripe with Simpro Premium, you can manage your Stripe account in the Stripe dashboard.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Apply Payments

A screenshot of the Stripe payment method selected.

To process Simpro Payments integrated with Stripe in Simpro Premium:

  1. Go to Invoices A screenshot of a invoices icon > Unpaid Invoices.
  2. Click Options > Apply Payment on the required invoice.
  3. Select Stripe as the payment type.
  4. Enter customer’s card details including:
    • Card Number
    • Expiry date
    • CVV
  5. Update other customer details, if required.
    • The customer’s address populates automatically if it is added on the customer card. If a postal address is entered in the customer card, this overrides the street address.
  6. Click Process Payment.

Until the required verification is processed, the payment status will be Pending Payments.

Simpro Premium supports multiple Stripe payment methods:

A screenshot of stripe payments.

Cards

Visa, Mastercard, American Express, JCB and China UnionPay payments from customers worldwide.

Bank Debits

Direct Debit allows customers to pay securely by providing their bank account details and authorising debit in their account.

This payment method is supported through region-specific systems: BECS (Australia), BACS (United Kingdom), and ACH (United States).

Digital Wallets

Apple Pay and Google Pay enable seamless, secure payments by using saved card details, eliminating manual entry.

A screenshot of an invoice being paid in the customer portal.

To make Stripe Payments in the customer portal:

  1. Log in to the Customer Portal.
  2. Go to Invoices A screenshot of a invoices icon > Unpaid Invoices.
  3. Click Options > Pay Online.
  4. Enter card details including:
    • Card Number
    • Expiry Date
    • CVV
  5. Update other details, as required.
    • The customer’s address populates automatically if it is added on the customer card. If a postal address is entered in the customer card, this overrides the street address.
  6. Click Pay.
    • If your business operates in the UK or the EU, you may be asked to validate the card and enter a code provided by Stripe for SCA compliance.
  7. Click Close.

You can view information about your Stripe transaction in the Simpro Payments dashboard. Hover over Invoices A screenshot of a invoices icon and click Simpro Payments.

A screenshot of payments dashboard.

Note that to access this feature you must have the Stripe integration activated and the Simpro Payment Dashboard security group enabled.

Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups > Simpro Security Groups and> select the relevant security group. and Ggo to > Setup > System and enable Simpro Payments Dashboard.

Dashboard

Displays a comprehensive view of the total balances, available pay outs and a breakdown of transactions including amounts that will soon be available and those in transit to your bank account.

Payments

Lists a transaction history of previous payments and disputes. You can view transaction details and issue refunds, as well as export and/or filter a list of transactions.

Payouts

Use the payouts functionality to manage your payments. Review, filter, and export your payout transaction history, as required.

Configuration

View and adjust Stripe payment methods from the available items listed.

Settings

With the relevant permissions, you can access and view the Settings option. Click A delete icon with a red circle and a white minus symbol. to access the Account Management and Documents settings.

  • Under Account Management, you can edit your personal and business details.
  • Under Documents, you can view and download documents from Stripe, such as tax invoices.

To make Simpro Payments online:

  1. In the PDF invoice, click the link in the How to Pay section.
    • Alternatively, if viewing a printed copy of the invoice, you can enter the link in the browser, and then enter the invoice number. Learn more in Add payment link to emails.
  2. Enter card details.
    • Card number
    • Expiry Date
    • CVV
  3. Enter customer details.
    • The customer’s address populates automatically if it is added on the customer card. If a postal address is entered in the customer card, this overrides the street address.
  4. Click Pay.
    • If your business operates in the UK or the EU, you may be asked to validate the card and enter a code provided by Stripe for SCA compliance.

If the payment is successful, a confirmation appears and a payment is created on the invoice in Simpro Premium.

In the US, customers can make ACH payments online. Learn more in How to Use ACH Payments - US Only.