Payments

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Setting Up Payments

1. Install the Payments App
   • Go to the Marketplace in SalesCaptain and install the Payments app.
2. Choose a Payment Gateway
   • SalesCaptain supports Helcim, Stripe, and Authorize.net.
   • Connect your preferred platform by selecting the Platforms tab and following the setup prompts.

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Sending Payment Requests

1. Navigate to the Inbox.
2. Open a conversation with the customer.
3. Click the Payment icon in the message composer.
4. Choose whether to send a Payment Request or Charge a Card Directly.

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Payment Requests

• Choose to send the request via Text (SMS) or Email.
• You can accept payments through credit card, bank transfer, or customer’s preferred method.
• If you’ve enabled surcharges, credit card processing fees will automatically be passed on to the customer.

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Direct Charges

• Use the Charge Amount option to directly bill a customer’s card.
• Enter the customer’s details and the exact amount to be charged.

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Managing Transactions

• View transaction history across all payment gateways.
• Cancel, view, or resend payment links.
• Download invoices once transactions are successful.

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Subscriptions and Payouts

• The Subscriptions tab is available exclusively for Stripe integrations, allowing you to create and manage recurring payments.
• The Payouts tab helps you track transfers and settlement details from your connected payment processors.

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Best Practices & Tips

• Before sending your first payment request, double-check that your gateway (Helcim, Stripe, or Authorize.net) is correctly connected and verified.
• When sending a request, include a short description (e.g., “Deposit for Project A” or “October Service Fee”) to make it easy for customers to recognize the payment purpose.
• If you decide to pass on card processing fees, make sure your customers are informed upfront to avoid confusion.
• Use the Transactions tab to quickly identify failed or pending payments and follow up with customers right from the Inbox.