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How to Request and Send Payment Links
How to Request and Send Payment Links

Need to request a payment from a homeowner or customer?

Erich Stillahn avatar
Written by Erich Stillahn
Updated over a week ago

In this article

Before you start

  • To create and send Payment Links you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.

  • In order to get started requesting and sending Payment links, contractors must be approved by CompanyCam.

  • Accepting Payments is only available in the United States.

Please Note:

  • Customers can pay via a web link (that's mobile friendly), QR Code, or you can manually enter their card information.

  • Customers can pay via credit card, Apple Pay, Google Pay, or ACH (powered by Stripe).

  • The end customer can pay with cards (3% fee for the contractor) or ACH (1% fee for the contractor).

  • No Sales Tax or Line Items can be added. Each Payment Request will be a single dollar amount.

  • Payments are powered by Stripe. If you're having issues with your Stripe account check out their help guide or contact Stripe Support.

Request and set up Payments

On the web

  1. Log into CompanyCam, and open a Project.

  2. Click on the Payments tab.

  3. Click Request Access, this will open a request form to fill out.

  4. Once the request form has been approved by CompanyCam, you'll have the option to set up Payments.

  5. Next, you'll be prompted to set up Stripe if you haven't already. CompanyCam uses Stripe to process Payments, and to keep everything simple and secure. Note: If more information is required while setting up Stripe, you'll see an option to Finish Setup.

  6. Once you've onboarded into Stripe, you'll be able to begin requesting Payments.

In the app

  1. Open the Project you'd like to request a Payment for.

  2. Select the Payments option.

  3. From here, you'll be prompted to Request Access if verification is still needed, a form will also need to be filled out for approval.

  4. After approval, if Stripe hasn't been set up yet, you'll want to follow the Request and Set Up Payments web instructions highlighted above to configure Payments and finish setting up Stripe.

  5. Once Stripe is set up via the CompanyCam web app, Payments will be enabled and you'll be able to start requesting Payments.

How to request a Payment

On the web

  1. Log into CompanyCam and open the Project you'd like to request a Payment for.

  2. Click on the Payments tab and select + Request Payment.

  3. Give the Payment a Title, Total, and Memo, and select Create.

In the app

  • Open the Project that you'd like to request a Payment for and tap on the Payments option.

  • Tap on the + Payment Request button to start a request.

  • Enter the Payment amount you'd like to request and tap Create. On this page, you'll also have the option to Title the Payment Request and add a Memo.

  • Select how you'd like to request a Payment. You'll have the option to Send a Payment Link, manually Enter Card Info, or have your customer Scan a QR code to pay.

FAQs

What's the minimum dollar amount that can be requested for Payments?

The minimum dollar amount is $0.50.

What's the maximum dollar amount that can be requested for Payments?

The maximum dollar amount is $5,000.

How long does it take for Payments to process?

  • Credit Card Payments can take up to 1 business day to process into your Stripe account.

  • ACH Payments can take up to 5 business days to process into your Stripe account.

  • After you request a payout within your Stripe account, it can take up to 2 days for the funds from Stripe to process into your bank account.

I'm having issues with my Stripe account. What can I do?

Payments are powered through Stripe and they'll be the best team to help you with your Stripe account. Payments are powered by Stripe. Check out their help guide or contact Stripe Support.

Now that you've created a Payment Request, check out how your customers can complete the Payment!

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