Docs / Deal Room

Online payment

Overview

Your customer can pay by card right in the Deal Room. Once a quote is signed, a Pay Now button appears, sends them to a secure Stripe checkout, and the job marks itself Paid when the money lands. No chasing, no double entry.

Card payments are available on every plan. You connect Stripe once and turn payments on for your Deal Room.

Before you start

  • Stripe connected so card payments can be collected — see docs/integrations/stripe.
  • Payments turned on for the Deal Room (Settings default, or per job — see below).
  • The job needs to be signed before a card payment can be taken.

How payment works (what your customer does)

  1. After signing, they scroll to the Invoice block in the Deal Room.
  2. They see the Total and your payment terms, then click Pay Now.
  3. They're taken to Stripe's secure checkout to enter card details.
  4. On success they come back to a Payment Received confirmation.

What happens next on your side

  • The job moves to Paid in your pipeline automatically — no manual marking.
  • If QuickBooks is connected, the paid invoice reconciles there too, so your books stay in step.
  • You can still record a payment yourself (e.g. they paid by check) using the owner-side Mark paid action — the Deal Room then shows it as paid.

Turning payments on

  • Default for all jobs: Settings → Customer Portal → toggle "Invoice & collect payment with Stripe."
  • Per job: open a job → Portal Options → toggle Payments for just that one.

Troubleshooting

  • No Pay Now button. Three things must be true: the quote is signed, payments are on for the portal, and Stripe is connected. Check each.
  • "Payments are not enabled for this portal." Payments are off for this job. Turn them on in Portal Options (per job) or in Settings (default).
  • "Quote must be signed before it can be paid." Get the customer to sign first; the payment step only appears after signing.
  • "This invoice has already been paid." The payment already went through — the job is Paid. No action needed.
  • Card declined / checkout error. That's handled on Stripe's side. Your customer can retry with another card; persistent issues are between them and their bank.
  • Still stuck → docs/reference/troubleshooting.

FAQ

  • What cards can they use? Whatever your Stripe account accepts.
  • Do they need an account? No — they pay as a guest through Stripe checkout.
  • When does the job mark Paid? Automatically, once Stripe confirms the payment.
  • Can they pay before signing? No — the Pay Now button only shows after the quote is signed.
  • What about partial payments or deposits? Not yet — the Deal Room collects the full invoice total. Take a deposit your usual way and mark it manually if needed.

Related

docs/integrations/stripe · docs/deal-room/contract-signing · docs/deal-room/overview · docs/integrations/quickbooks

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