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 3 weeks 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 or Admin permissions to configure payments.
Have your business details and a bank account (for payouts) handy.
You do not need a separate payment-processor account or login, setup happens entirely inside JobsiteOn.

What you get

Payments are processed securely on JobsiteOn's platform, but everything your customer sees is your business: your name on their statement and receipt, and a pay page hosted at your JobsiteOn address. Neither you nor your customer ever visits a third-party processor's site.

Card: credit and debit cards, screened for fraud automatically.
Bank transfer (ACH): lower fees; clears in a few business days.

Step 1: Open Payments settings

Go to /settings.
Click Payments in the settings menu.

Screenshot: The Payments settings panel showing the account status (Not set up / Verifying / Active) and the accepted payment methods.

Step 2: Set up your payment account

Click Set up payments.
A secure form opens inside JobsiteOn: no separate login or pop-up.
Enter your business details, the responsible person, and a bank account for payouts.
Submit. Verification is usually quick; the status shows Verifying and then Active. If anything else is needed, the panel lists exactly what's outstanding so you can finish it.

Animation: Clicking Set up payments, completing the in-app form, and seeing the status change to Active.

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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