Set Up Payment Processing

How to connect a payment processor, configure accepted payment methods, and enable online payments for your invoices.

Written by Sofia PatelUpdated over a month ago3 min readBeginner

What this guide covers

This guide walks you through setting up payment processing so your customers can pay invoices online. You will learn how to connect your payment processor, configure accepted payment methods, and enable the online payment link on your invoices.

Before you begin

You need Owner permissions to configure payment processing.
You need an active account with a supported payment processor.
Have your payment processor account credentials ready.

Supported payment processors

JobsiteOn integrates with leading payment processors:

Stripe -- credit cards, debit cards, ACH bank transfers.
Additional processors available through the integration marketplace.

Step 1: Navigate to payment settings

Go to /settings.
Under the Workspace group, click Billing.
Scroll to the Payment Processing section.

Screenshot: The payment processing settings panel showing the Connect button for Stripe and a list of accepted payment methods.

Step 2: Connect your processor

Click Connect next to your chosen processor.
A new window opens with the processor's authorization page.
Sign in to your processor account and authorize the connection.
The window closes and the status updates to Connected.

Animation: Clicking Connect on the Stripe card, completing the authorization, and seeing the status change to Connected with a green checkmark.

Step 3: Configure accepted methods

After connecting, toggle the payment methods you want to accept:

Credit Card -- Visa, Mastercard, American Express.
Debit Card -- debit cards from major networks.
ACH Bank Transfer -- direct bank payments (lower fees, longer processing time).

Step 4: Enable online payment links

Toggle Online Payments to on. When enabled, every invoice email includes a "Pay Now" button that takes the customer to a secure payment page.

Tip: Enabling online payments significantly reduces time-to-payment. Customers who can pay with one click pay faster than those who need to write and mail a check.

Step 5: Set processing preferences

Auto-apply payments -- toggle on to automatically mark invoices as paid when the payment processor confirms receipt.
Payment confirmation emails -- toggle on to send the customer an automatic receipt when payment is processed.

Step 6: Test the setup

Create a test invoice and send it to yourself. Click the payment link and complete a small test payment to verify the entire flow works.

Note: Stripe provides test mode for verifying your setup without processing real payments. Check your Stripe dashboard for test mode instructions.

Fees and payouts

Payment processing fees are charged by the processor, not by JobsiteOn. Typical fees:

Credit/debit card: 2.9% + $0.30 per transaction.
ACH: 0.8% per transaction (capped at $5.00).

Payouts from the processor to your bank account follow the processor's schedule (typically 2 business days for Stripe).

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