WorkWell Software now handles credit card transactions. Now you can accept payment from your customers via credit card. You can do this at your office using the WorkWell Command Center or at the customer site using the WorkWell Mobile App.
You'll be able to accept all major credit cards!
Credit Card Processing
WorkWell Software has partnered with Stripe (www.stripe.com), one of the leading credit card processing companies for internet businesses. Stripe is used by Target, Lyft, Shopify, Square Space, DocuSign and millions of other businesses.
You'll need to set up a Stripe account of your own first before you can use the WorkWell Command Center and Mobile App to process your customer credit card transactions. If you are just getting started, go to www.stripe.com and sign up for an account. Once you have been approved by Stripe, you will be able to process credit card transactions in the WorkWell Command Center and Mobile App.
WorkWell will be permitted (if you approve) to 'connect' to your Stripe account in a limited fashion that does not reveal any of the confidential banking information that you provide to Stripe. WorkWell Software never has access to your Stripe account information - your sensitive bank information is between you and Stripe. In fact, when you start a credit card transaction from the WorkWell Command Center or Mobile App, you are initially transferred to the Stripe server so you can sign in to your Stripe account. Stripe will securely authorize you and then return control to WorkWell. You then enter your customer's credit card information. Stripe then takes over again to process the transaction.
This integration between WorkWell and Stripe has many great benefits for you
- All of your customer interaction is available in one convenient place - your WorkWell Command Center and Mobile App.
- WorkWell never has access to your sensitive banking information. This is between you and Stripe.
- WorkWell integrates credit card payments with invoicing and payment tracking.
- Stripe processes your transactions to PCI Service Provider Level 1 standards and all data are encrypted. This is the credit card industry's highest level of security and includes ongoing programs to ensure continual compliance with all security procedures.
Stripe will usually deposit payments to your bank account within 1 or 2 business days. For example, payments received on a Wednesday are paid out by Friday, while payments received on a Friday are paid out by the following Tuesday. Your first payment will likely take 7 to 10 calendar days.
Connecting with
To charge your customer's credit card for the services you've provided, open the job's edit form.
Select the Payment section of the form.
Click on the 'Connect with Stripe' button. This will transfer you to the Stripe server so you can securely log into your Stripe Account.
You will be presented with a form like shown below. Click on the 'Sign in with Stripe to connect' button. This will authorize WorkWell to connect with your Stripe Account in a limited fashion.
Next, you will be asked to log in to your Stripe Account. This login is actually occurring on the Stripe server and is very secure. WorkWell is not able to see your login and password.
Note: If you previously logged into your Stripe account, your browser will remember you for a while. In this case, Stripe will automatically connect and you will not be required to do the last 2 steps.
Enter your Customer's Credit Card Information
After you have successfully logged in, (this is usually fast, but sometimes takes half a minute or more), the Credit Card Entry form shown below will pop up. The customer's name, phone number, and zip code are pre-filled for you. Enter the credit card number, expiration date (format: MM/YY) and the 3 digit CVC code. Click the 'Pay' button and Stripe will process the charge. Usually within seconds, but sometimes up to half a minute, you will receive a pop-up response indicating whether the transaction went through successfully or not.
Stripe then completes the transaction and arranges to have money transferred from your customer's credit card to your bank account. Stripe handles all sensitive information and does so at the highest industry standards of security.
Using your WorkWell Mobile App to Accept Credit Card Payments
Payment processing is especially easy on the WorkWell Mobile App for Android and iOS phones & tablets. There are just 4 Simple Steps
- Open the job you want to take payment for. [If you want to send your customer an invoice, scroll to the Invoice row and tap on the Invoice toggle switch. Tap the Invoice icon to bring up the Invoice Page (as shown above). Email the invoice to your customer if you wish - just tap on the email icon. You don't have to do this now - you can do send the invoice at any time.] To process a credit card, click on the Credit Card icon.
- The Payment page summarizes the services sold and the amount. If correct, tap on the "Connect with Stripe" button.
- This takes you to a form on Stripe's server where you can securely log into your Stripe account.
- Finally, you are presented with a Credit Card form. Enter your customer's credit card number, expiration date and 3 digit code. You can override the amount you charge by entering a dollar amount in the 'Amount ($)' box. Tap on 'Submit Charge' and Stripe will take it from there, with the money deposited in your account within a day or two.
