Field Promax

Stripe Payments Integration

The Stripe integration enables online payment collection for your invoices. Customers can pay directly from invoice emails using credit cards, debit cards, or other payment methods supported by Stripe. Service providers can also collect payments in the field using the FieldPromax mobile app.

Before you start:

  • You need a Stripe account. If you do not have one, you can create it during the connection process.
  • You must be an administrator in FieldPromax to configure the Stripe integration.

How to Access

Navigate to Integrations → Stripe.

Connect Stripe via Stripe Connect

FieldPromax uses Stripe Connect, which means payments flow directly to your Stripe account. FieldPromax never holds or processes your funds.

  1. On the Stripe integration page, click Connect with Stripe.
  2. You are redirected to Stripe's onboarding flow. Sign in to your existing Stripe account, or create a new one.
  3. Complete any verification steps Stripe requires (business details, bank account, identity verification).
  4. Once verified, you are redirected back to FieldPromax with the integration active.

Result: Stripe is connected and your invoices can now accept online payments.

How Customers Pay Online

When you send an invoice to a customer via email, the invoice email includes a payment link. Here is how the customer experience works:

  1. The customer receives an invoice email from FieldPromax.
  2. They click the Pay Now link in the email.
  3. A secure payment page opens where they enter their credit card or debit card details.
  4. The customer completes the payment and receives a confirmation.

Result: The payment is recorded automatically in FieldPromax and the funds are deposited into your Stripe account (minus Stripe processing fees). The invoice status updates to Paid.

Mobile Payment Collection

Service providers can collect payments in the field using the FieldPromax mobile app:

  1. Open the work order or invoice on the mobile app.
  2. Tap the Collect Payment option.
  3. Enter the customer's payment details or use Stripe's mobile payment interface.
  4. The payment is processed through Stripe in real time.

Result: The payment is recorded immediately, and both the administrator and customer receive confirmation.

View Your Stripe Dashboard

All payments processed through FieldPromax appear in your Stripe Dashboard at dashboard.stripe.com. From there, you can:

  • View all transactions, including successful payments, failed payments, and refunds.
  • Monitor your account balance and payout schedule.
  • Download transaction reports for reconciliation with your accounting software.
  • Manage disputes and chargebacks if they occur.

Refund Processing

  1. Log in to your Stripe Dashboard.
  2. Find the payment you need to refund.
  3. Click Refund and enter the amount (full or partial).
  4. Confirm the refund.

Result: The refund is processed through Stripe and the customer's payment method is credited. Note that Stripe processing fees on the original payment are not refunded by Stripe.

Important: Refunds are processed through the Stripe Dashboard, not through FieldPromax. After issuing a refund in Stripe, update the invoice status in FieldPromax manually if needed.

Disconnect Stripe

  1. On the Stripe integration page, click Disconnect.
  2. Confirm the disconnection when prompted.

Result: Online payment links are removed from future invoices. Existing payments and transaction history remain in your Stripe account.

Tip: After connecting Stripe, test the integration by sending a small invoice to yourself and completing the payment. This verifies the entire flow works correctly before you send payment links to real customers.

Next Steps