Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.salescaptain.com/llms.txt

Use this file to discover all available pages before exploring further.

To get started, install the Payments app from the SalesCaptain Marketplace and connect your preferred payment processor.

​
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.
To link your Authorize.net account, send an email to [email protected] for assistance.

​
Sending Payment Requests

Once your payment gateway is connected:
  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.

​
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.

​
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.

​
Managing Transactions

All transactions can be tracked in the Transactions tab of the Payments app.
From here, you can:
  • View transaction history across all payment gateways.
  • Cancel, view, or resend payment links.
  • Download invoices once transactions are successful.

​
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.

​
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.