Payments lets you collect money from customers without leaving CompanyCam. Set up Stripe once, then send a Payment Request your customer can pay by link, by Tap to Pay, or by card you enter for them.
Note: Payments are available on Pro, Premium, and Elite plans. It isn't available on Basic. Upgrade your plan to turn it on. Payments are only available in the United States. Accounts in a trial can set up Payments, but can't create or send Payment Requests until the trial ends and the account upgrades.
On the web
Setting Up Payments
Note: You need the Admin or Manager role to set up Payments. If you don't have it, ask an Admin to update your permissions.
Log in to CompanyCam and click Payments in the Sidebar.
Click Set Up Stripe and follow the prompts. We use Stripe to process Payments and keep everything secure.
If Stripe needs more information, you'll see a Finish Setup option. For the full walkthrough, see Setting Up Stripe for Payments. Once Stripe is connected, you can start requesting Payments.
You can also reach this from inside a Project: open the Project, then click the Sales tab.
Requesting a Payment
Note: All permission roles can create Payment Requests. Standard and Restricted Users can only view, edit, and delete the requests they created.
Click Payments in the Sidebar.
Click Request Payment.
Give the Payment a title, total, and memo, then click Create.
You can also request a Payment from inside a Project: open the Project, click the Sales tab, then select + Request Payment.
In the app
Requesting a Payment
Note: All permission roles can create Payment Requests. Standard and Restricted Users can only view, edit, and delete the requests they created.
Open the Project you want to request a Payment for and tap the Sales section.
Tap + Payment Request.
Enter the amount, add an optional title and memo, then tap Create.
Choose how to collect: Enter Card Info, Tap to Pay, or Share a Link.
For Tap to Pay, tap Allow to give CompanyCam access to Bluetooth. Without Bluetooth access, Tap to Pay won't work.
Tap the customer's card or phone on your device to collect the payment.
Tap Done once the payment is received.
You can view the completed Payment in the Sales section of the Project.
Note: Tap to Pay isn't available on Legacy plans. Upgrade your plan to use it.
FAQs
What's the minimum payment amount?
What's the minimum payment amount?
The minimum Payment amount is $0.50.
Is there a transaction limit?
Is there a transaction limit?
Payment Requests have a $5,000 limit per transaction.
Can I request a higher limit?
Can I request a higher limit?
You can request a higher limit from the Payments page in your account. Our team reviews each request and follows up with you.
How long do Payments take to process?
How long do Payments take to process?
Processing time depends on the payment method:
Credit card payments take up to 1 business day to land in your Stripe account.
ACH payments take up to 5 business days.
How will I know when a payment is complete?
How will I know when a payment is complete?
All Admins and Managers get a notification once Stripe confirms the payment is fully complete.
What devices support Tap to Pay?
What devices support Tap to Pay?
Tap to Pay works on iPhone XS or later running iOS 18.6 or newer, and on a range of Android devices.
What are the processing fees?
What are the processing fees?
Fees are charged per transaction:
Tap to Pay: 2.5% + $0.30
Online and premium cards: 3% + $0.30
ACH: 1%, up to $10
Can I add sales tax or line items?
Can I add sales tax or line items?
Payment Requests can't include sales tax or line items. Each request is a single dollar amount.
How do I set up a Stripe account?
How do I set up a Stripe account?
See Setting Up Stripe for Payments for the full setup.
What if I'm having issues with Stripe?
What if I'm having issues with Stripe?
Payments are powered by Stripe, so their team can best help. See their help guide or contact Stripe Support.
How do customers pay a Payment Request?
How do customers pay a Payment Request?
Customers can pay by a mobile-friendly web link, by Tap to Pay, or by card you enter for them. On their end, they can use a credit card, Apple Pay, Google Pay, or ACH. See How to Complete Payments Using CompanyCam.
💡 Tip: Need more help?
Contact our support team — we're here Monday through Friday.
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