A step-by-step process of how you can start charging your customers' credit cards by integrating ZenMaid with Stripe or Square.
It's important to know that before starting this process, you have created an account with one of the credit card companies.
Click on Settings, Client billing, and click on Credit card processing.
Under Credit card processing, select the credit card processor you work with. (Stripe / Square)
Then, follow the buttons/prompts of the option or fill in the data for your chosen credit card processor.
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:
Important notes
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.