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Connect your own Stripe account for online payments on any plan. Eligible accounts can also connect Square for in-person payments. The current Starter offer includes this during its trial. Existing contracts retain their established eligibility. Both processors send payouts to your bank. Set them up under Settings then Payments. This page is owner only.

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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.
You can start Stripe onboarding from the web dashboard or the mobile app. The connection shows a status (for example, onboarding in progress, action required, or active) with options to refresh, open your Stripe dashboard, or disconnect.

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Square (in-person payments)

Square handles in-person, tap-to-pay card payments in the mobile app when your account has Square payment access. The current Starter offer includes this during its trial. You can connect or reconnect your Square account from the web dashboard or mobile app, then choose the Square location that receives the payment. If your subscription no longer allows Square payments, payments pause and your connection stays in place. Restoring an eligible subscription lets you resume after reconnecting if Square requires it. Online payments and saved-card payments continue to use Stripe.

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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 until you connect it again.

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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. Tips go to the technician. ShineCRM adds no processing fee beyond the connected processor’s own fees. Turn tipping on and set the presets under Settings then Invoices.

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Frequently asked

Where does the money go? Straight to your own bank through your connected processor account. ShineCRM adds no processing fee on Starter or Enterprise, including during trials. Your processor’s own fees still apply. Can my customers pay online with Square? No. Online and saved-card payments run through Stripe. Square is for eligible in-person Tap to Pay in the mobile app, including during the current Starter trial. 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.