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Setting Up Payment Collection

Collect payments on-site or through an invoice.
No minimums. Fast, Easy, and Secure.
​Part 1
Connect Eneris with Stripe 
Part 1 - Connect

Navigate to Settings, then select the Customer Invoicing tab, and click the Connect with Stripe button.

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A new page will be shown to begin setup with Stripe, which will prompt you to create an account. Please ensure that you use the email address and contact information associated with your business when creating this account.

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Continue adding the required information as it relates to your business.

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More information will be asked in the steps that follow. It is important to have any applicable business tax IDs, and banking information for deposits ready to ensure a successful setup.

Stripe allows for the customization of the statement descriptor that your clients will see on their credit card statements, as well as a support number that will be listed on the invoice. This should be your business phone number.

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Finally, review your details and make and last-minute changes. Stripe will provide warnings for fields that were missed or require more information.

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You'll be redirected back to the Eneris dashboard once you've completed your Stripe account setup. Please ensure to check your email inbox to finish verifying your details with Stripe.

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Part 2 - Customize Invoices
​Part 2
Customize Invoices & Branding 

Following a successful connection between Eneris and Stripe, a link to your Stripe Dashboard will be available in Settings. Click the Go to Stripe Dashboard button to log-in to your account with the username and password you had created in Part 1.

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 At first glance, you'll see a dashboard which will provide you with insights into your business performance over time.

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In your Stripe account, navigating to Settings -> Invoice template (under Billing) allows you to control what is displayed in your invoice, payment terms, and other details.

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In your Stripe account, navigating to Settings -> Branding (under Your business) allows you to customize your logos and icons across both online invoices and invoice PDFs.

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Part 3 - Collect Payments
​Part 3
Collect Payments

Any invoice created in Eneris can be collected in one click: either on-site or via an email sent to your client before or after the inspection.

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Example of the invoice PDF sent to your client via email:

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Example of the Online Payment Portal and the Collect Now page:

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Part 4 - Auto Publish When Paid
​Part 4
Auto Publish Reports on Payment

Eneris allows for the web version of the report to be published automatically when a successful payment is made through Stripe. To enable this, navigate to Settings -> Customer Invoicing -> Invoice Settings, set "Automatically Publish Report after Invoice is Settled" to On, and click Save Invoice Settings.

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Frequently Asked Questions
  • Can I integrate this with accounting software such as Quickbooks, Excel, etc.?

    Yes. If you require a more advanced accounting workflow, Stripe offers third-party integrations to tie payment processing into various accounting software. It also keeps permanent records of transactions, and can export all of your transaction information as needed.

  • Will Eneris have access to my clients' credit card information?

    No. Credit card processing is strictly handled by Stripe, which is a Payment Card Industry (PCI) compliant transaction processor with enhanced security and fraud detection.

  • How long does it take for credit card charges to be deposited into my bank account?

    The first deposit may take 8-10 days for funds to clear due to Stripe's automated fraud detection systems. After that, 2-3 days can be expected for most transactions.

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