Connect card payments with Stripe

Connect your Stripe account#Link to the section “Connect your Stripe account”

1. In the sidebar, open Payments, then the Account tab.
2. Select Connect with Stripe. RVDesk takes you to Stripe to set up your shop’s account.
3. Work through Stripe’s steps: your business details, the owner’s identity and the bank account payouts go to.
4. When you finish, Stripe sends you back to the Account tab in RVDesk.

The Account tab shows two badges. Payments active means you can take cards, and Payouts active means Stripe can pay out to your bank. If one reads Needs attention or Payouts restricted, Stripe still needs something from you, and the Account tab shows what.

Add a card reader#Link to the section “Add a card reader”

A card reader is optional. Without one you can still send customers an invoice they pay from their phone.

1. Open Payments, then Terminals, and select Add Terminal.
2. On the reader, open its settings menu and generate a pairing code.
3. Enter a Terminal Name your staff will recognize, like Front Counter, and the Pairing Code.
4. Fill in Business Name, Address, City, State / Province and Zip, then select Register Terminal.

Add Terminal stays greyed out until Stripe is connected.

Where card payments show up#Link to the section “Where card payments show up”

Once Stripe is connected, Credit or Debit switches on in a work order’s Payment tab and sends the charge to your reader. Customers can also select Make Payment on an invoice you send them. Every card payment and payout is listed under Payments on the Overview tab.