1. Go to Marketplace (Navigator) > ServiceMonster Payments.
- Click on the subtab Configuration
- Click on Setup Your Payments Account
- In the pop-up, set up your new Stripe account
- Once you’re set up, you won’t have to do it again and it will automatically be integrated to ServiceMonster 6
2. Easy way to process credit cards with Stripe.
- Go to a work order
- Select New Payment at the top
- Fill out necessary card information
- Select Run Credit Card
- Plug in the necessary information
- Click Run Charge
- Process Charge? > YES
3. Viewing Stripe payments in ServiceMonster 6.
- From the same work order page, click on the subtab Payments
- Or select Orders (Navigator), click Payments, click $Dashboard at top
- $Dashboard is only available for users integrated with Stripe