FieldPromax integrates with Stripe to let your customers pay invoices online using credit cards, debit cards, and digital wallets. Once you connect your Stripe account, payment links are automatically included in invoice emails, and you can process payments directly from the work order detail page.
Before you start:
- You need a Stripe account. If you do not have one, Stripe will guide you through creating one during the connection process.
- Review the Stripe integration guide for a full overview of the Stripe Connect setup.
Setting Up Stripe Connect
- Navigate to Integrations → Stripe Payments from the main menu.
- On the Stripe Connect page, click Connect with Stripe.
- You are redirected to Stripe's website where you log in to your Stripe account (or create a new one).
- Authorize FieldPromax to process payments on your behalf.
- After authorization, you are redirected back to FieldPromax. The status changes to Connected to Stripe with a green checkmark.
Result: Your Stripe account is linked. FieldPromax can now process payments and include payment links in invoice emails.
Payment Link in Invoice Emails
When you email an invoice to a customer from a closed work order, the email automatically includes a secure payment link powered by Stripe. The customer clicks the link, enters their card details on a Stripe-hosted payment page, and submits the payment. No sensitive card data ever touches your FieldPromax account.
Processing a Stripe Payment from the Work Order
- Open the closed work order and navigate to the Payments tab.
- Click Stripe Payment (or the equivalent online payment option).
- If the customer has a card on file, select it. Otherwise, enter the card details.
- Enter the payment amount.
- Click Submit to process the charge.
Result: The payment is processed through Stripe. The payment record appears in the work order's payment history and syncs to your accounting software.
Card on File
When a customer makes their first Stripe payment, their card details can be securely stored as a "card on file" in Stripe's vault. For future invoices, you can charge the stored card without asking the customer to re-enter their details. This is especially useful for repeat customers or subscription-based service agreements.
Mobile Payments
Service providers can also collect Stripe payments from the FieldPromax mobile app while on site. After completing work, the provider can process a card payment directly on their mobile device. The payment flows through Stripe's secure processing and appears in the web application immediately.
Disconnecting Stripe
If you need to disconnect your Stripe account, return to Integrations → Stripe Payments and click Disconnect Stripe Account. This stops FieldPromax from processing payments through Stripe but does not affect your Stripe account itself.
Tip: Stripe provides real-time payment tracking, automatic fraud detection, and industry-leading encryption. You can monitor all transactions in your Stripe Dashboard at dashboard.stripe.com.
Next Steps
- Manual Payments — record cash, check, or other offline payments.
- Payment History — view and export all payment records.
- Stripe Integration — detailed Stripe Connect configuration guide.