Chapter 13

Get paid

Card and bank payments online, recording checks and insurance checks, and closing the job.

HomeownerOfficePro and Storm plans

Homeowners can pay invoices online by card or bank account (ACH) once your company has connected Stripe. Everything else (checks, insurance checks, cash and financing) the office records by hand. Either way, the invoice and the job's balance update straight away.

Connect Stripe (once)

The owner connects Stripe in Settings → Payments with Connect Stripe, then finishes Stripe's own sign-up pages: business details and the bank account for payouts. Until Stripe says the account is ready, invoices show the homeowner how to pay by check instead.

Screenshot coming soon

Card payments are paid into your Stripe account. ShingleSync doesn't hold the money and doesn't add a fee. Stripe's own processing fees apply.

The homeowner pays online

From the invoice link, the homeowner taps Pay and finishes on Stripe's secure checkout page. When Stripe confirms the payment, ShingleSync marks the invoice paid on its own. There's nothing for the office to do.

Video coming soon

Screenshot coming soon

Bank (ACH) payments take a few business days to clear. Until they do, the invoice page tells the homeowner the payment is processing.

Record a check or an insurance check

Record a check · 15 s, no soundOffice

Record a payment dialog: method, amount, paid by, received on and reference — 2Pick the method and who paid, check the amount, and add the check number as the reference.

Invoice card marked Paid with the billing totals updated — 3The invoice turns Paid and the job's Outstanding total goes down.

Insurance checks are recorded the same way, with Insurance check as the method and Insurance carrier as who paid. Use the reference for the check number. If the check also needs the mortgage company's endorsement, note that too.

Record the insurance check · 8 s, no soundOffice

Record a payment dialog with Insurance check and Insurance carrier selected — 1Insurance checks are recorded the same way: method Insurance check, paid by Insurance carrier.

Paid in full

Billing totals showing the job fully invoiced and $0.00 outstanding — Fully invoiced and fully paid: the Outstanding total is $0.00.

If a check bounces, Reverse the payment and give a reason. A mirrored entry is added, the original stays on record, and the invoice opens again. Card and bank payments are refunded from your Stripe dashboard instead.

Reverse payment dialog with a reason typed in — If a check bounces, Reverse the payment with a reason. The original stays on record and the balance opens again.

Close the job

When the job is paid in full, move it to Closed. The customer's page shows their invoiced, paid and outstanding totals across all their jobs.