Summary
This guide explains how to connect your Stripe or Square account to ZenMaid, allowing you to start charging clients' credit cards.
Important:
It's important to note that before connecting a credit card processor to ZenMaid, you must first have an active account with either Stripe or Square.
Pre-Authorization: Stripe and Square do not pre-authorize credit cards. They only verify if the card is valid at the time of charge.
Supported Wildcards: The only supported wildcard for the default charge description in ZenMaid is
{{service_date}}.
Stored Cards: If a customer in ZenMaid has a saved card in your linked credit card processor (Stripe or Square), that card will be visible within ZenMaid.
External Payment Platforms: ZenMaid does not integrate with third-party platforms (e.g., Payment Sense) that utilize Stripe and provide API keys. Only direct integrations with Stripe and Square are supported.
Recurring Payments: Any recurring or automated charges must be configured directly in Stripe or Square. ZenMaid does not manage or initiate recurring billing transactions on your behalf.
Accessing the Credit Card Processing Page
From the ZenMaid Dashboard, click on the Settings gear icon
From your settings page, navigate to the Client Billing section and select Credit Card Processing.
Under Credit card processing, select the credit card processor you work with. (Stripe / Square)
Configuring Your Credit Card Processor
Under Credit card processing, select the credit card processor you work with. (Stripe / Square)
If you already have a Stripe or Square account before signing up for ZenMaid, the information below will guide you through connecting your credit card processor to ZenMaid.
Stripe
If you used Stripe before connecting it to ZenMaid, plugging in an existing Stripe account with cards on file to ZenMaid will not allow card charging of cards previously on file.
Once you connect Stripe, you will not see cards on file in ZenMaid, which means that you cannot charge the cards since ZenMaid does not have the data connected to the customer's profiles. In order to charge cards, you will need to ask customers for their card numbers again, use a ZenMaid credit card authorization, or send ZenMaid invoices, which collect the cards again. See the tutorials below for the next steps:
To get started with charging credit cards directly, follow this step-by-step guide:
Square
If you used Square before connecting it to your ZenMaid account, you’ll need to import your existing customer credit cards into the system. After connecting Square, simply click the “Import Customers” button (see below) to migrate saved card data. Once imported, the cards will appear in your customers’ profiles, and you’ll be able to begin charging them directly.
Additional Information & Troubleshooting
Enabling Credit Card Payments on Invoices
1. Go to the Invoicing settings page in ZenMaid.
2. Enable the option to accept credit card payments on the Payment methods section.
3. Once Square or Stripe is connected, ZenMaid automatically adds a secure “Pay Now” button to your invoices. No manual link insertion is needed.
Credit Card Processing Behavior
Pre-Authorization: Stripe and Square do not pre-authorize credit cards. They only verify if the card is valid at the time of charge.
Supported Wildcards: The only supported wildcard for the default charge description in ZenMaid is
{{service_date}}.Stored Cards: If a customer in ZenMaid has a saved card in your linked credit card processor (Stripe or Square), that card will be visible within ZenMaid.
External Payment Platforms: ZenMaid does not integrate with third-party platforms (e.g., Payment Sense) that utilize Stripe and provide API keys. Only direct integrations with Stripe and Square are supported.
Recurring Payments: Any recurring or automated charges must be configured directly in Stripe or Square. ZenMaid does not manage or initiate recurring billing transactions on your behalf.
Troubleshooting: Payments Not Appearing in Stripe
If a payment made through ZenMaid does not show up in your Stripe or Square account:
1. Verify Connection:
Ensure that Stripe or Square is properly configured in your ZenMaid account as the active credit card processor.
2. Check the Correct Stripe Account:
If multiple Stripe or Square accounts exist, confirm which one is currently linked to ZenMaid. Payments may be routed to an unexpected account.
3. Review Dashboard:
Log in to your Stripe or Square account and search for recent transactions.
Payment Links in Forms and Invoices
Payment links can be activated in:
The online booking form (Payment info element)
Invoices generated through ZenMaid
These utilize the connected payment processor (Stripe or Square) for secure payment submission.
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