Summary

ServiceBox allows for your company to make note of payments for your invoices.  For each invoice you will be able to add multiple payments with the amount of payment.  You can define specific Payment methods by default there is Cash, Cheque and Credit Card (not including Stripe processing).  If you would like to accept credit cards from your customers, you can sign up with Stripe (our secure credit card processor).  Also if you link with accounting software (QuickBooks Desktop, QuickBooks Online, Sage 50 – Canada) the payments will be added into the accounting software supported by ServiceBox.  


About Stripe

Stripe is a secure payment processor that we use at ServiceBox in order to process payments.  By using Stripe we will be able to allow your company to have an individual Stripe account and we will be able to collect payments through ServiceBox.  All credit card transfers will be deposited into your bank account.

Read Stripe.com’s Privacy Policy here.

Turn on Payments

In order to make payments for your invoices you will need to turn on the Payments features.  To do this go into Settings -> Plan -> Features.  Once you are in the Features section select the Payments checkbox.  If you would like to do Stripe payments, select the Stripe checkbox. 


Payments Settings

All settings for payments are found at Settings -> Invoices -> Payments.  In this section you can define the Payment Methods, and connect Stripe to ServiceBox using the “Connect with Stripe” button.

Connecting to Stripe

In order to do this, you must turn on Payments and Stripe in the Features section.  

Before you connect to stripe, please have the following information ready:

  • Company Information – Business Type (Corporation, Sole Proprietor, etc), Legal Name, Business Number, Business address.

  • Company Representative – Full Name, Date of Birth, Gov’t issued ID (specifically requests SIN, but can utilize another ID)

  • Credit Card Statement Details – Company Name and Phone Number that will appear on Customers Credit Card Statements.

  • Bank Details – Bank Details where all payment transfers will be sent.  Transit number, Institution number, Account number.

  • Login Details – Email Address for Login, Password.

Go to the Payments Settings (Settings -> Invoices -> Payments).  In the section “Credit Card Processor”, click on the button Connect with Stripe.  The following window will appear:

 If you already have a Stripe account, you can sign in using your Stripe account number by “clicking” on the “Sign in” on the top, right hand corner of the page above.

If you do not have a Stripe account, please follow the instructions in the web page.  Please enter the sections as below:

  1. Where are you based?

  2. Your product

 

  1. Account Details

  2. You, the company representative

  3. Credit card statement details

  4. Bank Details

  5. Almost done! Save your Stripe account

Once you have completed all of the required information, click on the button “Authorize access to this account”.  This button will take you back to your ServiceBox site.

 

This will now complete the integration with ServiceBox.  Once you go back into ServiceBox you will see the “Connect to Stripe” button will be changed to “Disconnect Stripe”.