ShineCRM takes payments through your own Stripe and Square accounts, so payouts land in your bank. You connect them once under Settings then Payments. This page is owner only.
Stripe (online payments)
Stripe handles online card and bank payments on your invoices and your customer portal. Connect it and Stripe walks you through verifying your business. Payouts go to your bank account on Stripe’s schedule.
When you connect Stripe, you choose your country (Canada or the United States). This choice is permanent, so make sure it’s right.
Square (in-person payments)
Square handles in-person, tap-to-pay card payments on the mobile app, for taking a card on site. Connect your Square account and pick the location ShineCRM should charge against.
What happens if you disconnect
- Disconnecting Stripe removes your customers’ saved cards and stops you from sending invoices for online payment until you reconnect.
- Disconnecting Square stops in-person payments.
Tipping
You can let customers add a tip on the online pay page, with three preset percentages (15, 20, and 25 by default, all editable). The tip is added to the customer’s payment and arrives in your payout, recorded separately from the invoice total. ShineCRM takes no cut of tips, so the full amount is yours to pass on to the technician who did the work. Turn tipping on and set the presets under Settings then Invoices.
Frequently asked
Where does the money go?
Straight to your own bank, through your own Stripe or Square account. ShineCRM connects your accounts; it doesn’t sit in the middle of your payouts.
Can my customers pay online with Square?
No. Online payments run through Stripe. Square is for in-person, tap-to-pay on the mobile app.
Why is Stripe asking me to verify my business?
That’s standard payment-processor onboarding (identity and bank details). ShineCRM hands you off to Stripe to complete it. 