This guide explains how to connect your Stripe or Square account to ZenMaid so you can start charging clients' credit cards.

It's important to know that before starting this process, you have created an account with one of the credit card companies.

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)
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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 to ZenMaid, the information below will guide you through connecting your credit card processor to ZenMaid.

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:

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.

If you plan on invoicing using the credit card processor, be sure to head to the invoice tab to allow invoices to be paid with a credit card by clicking this button:

Once Square is connected to your ZenMaid account, ZenMaid automatically adds a secure "Pay Now" button to your invoices. This button lets your customers pay directly using Square. There’s no need to insert a link manually.

To get started with charging credit cards directly, follow this step-by-step guide:

Stripe / Square does not pre-authorize credit cards; they only check if the credit card is real.

Currently, {{service_date}} is the only supported Wildcard for the Default charge description

Any customer in ZenMaid who also has a card in the credit card processor will have their card viewable in ZenMaid.

You can set up an automatic recurring charge in the credit card software, not in ZenMaid

ZenMaid does not integrate with an external program (Payment Sense, etc.) that uses Stripe and provides the API keys

You can now activate the payment link on your booking form and invoices.