Payments
Most field service tools white-label Stripe, add a percentage on top, and call it a feature. We connect you directly to the payment processors your customers already trust, and charge exactly what they charge. Nothing more.
Paid, sent, overdue, at a glance. The list is the morning coffee read: who owes what, and what needs a nudge.
Every payment ties back to its invoice, its job, and its customer. Processor fees are logged per transaction, ready for the bookkeeper as a CSV.
Card payments run through your own Stripe or Square account at their standard rates. ShineCRM adds zero markup, ever.
$0.00
Why zero markup
Some CRMs tack their own percentage onto card payments you're already paying Stripe to process. They add nothing to the transaction. ShineCRM was built by an operator who refused to keep paying that toll: we make money on a flat subscription, and your payments stay between you and your processor.
Direct integration
When a customer fills out a payment form, they see Stripe or Square branding, not a wrapper they've never heard of. Familiar surfaces convert. Custom payment forms from no-name CRMs add friction at the worst possible moment.
You own the account
We don't hold your processor relationship hostage. Your accounts are yours. If you ever leave, you sign in to Stripe or Square and keep going. No data migration, no payout pause, no drama.
In person, at the door
Your crew can take a tap-to-pay at the door, on the truck, anywhere. No tiny-screen card entry, no "I'll pay when I find my chequebook."
Branded invoices
For card not present, a branded invoice powered by Stripe. Your logo, your colors, a payment page customers already trust. They click pay, you get paid.
Card on file
Toggle it on per estimate and the customer saves a card before they can sign. No more chasing payment after the job is done. No more clients who accept the quote and ghost on the deposit.
Step 01
Toggle the requirement
Turn on "card on file required" when you send the estimate.
Step 02
Customer saves a card
They enter card details in a Stripe or Square sheet they recognize.
Step 03
Charge on schedule
Run deposits, milestones, or final payment from the card you already have.
Every Stripe and Square fee is logged against its transaction. Pull a CSV at tax time and hand it to your bookkeeper. No spreadsheets, no surprise gaps.
Frequently asked
ShineCRM integrates with Stripe and Square. You connect your own processor account, ShineCRM charges through it, and the funds settle directly into your bank account. ShineCRM does not take a per-transaction markup.
Yes. Estimates can require a saved card before the customer signs. Once approved, deposits charge automatically and the final invoice charges against the saved card when the job completes, with no chasing.
No. ShineCRM does not add a markup on payments. You pay Stripe or Square's standard processing rates directly, and ShineCRM keeps zero percent of the transaction.
Every payment is reconciled to the estimate or invoice that triggered it, and the job that generated the invoice. You can see the full money trail (estimate signed, deposit charged, job completed, final charge) on a single customer profile.
Stop paying for someone else's markup
We make money on a flat monthly subscription. Your payments stay between you and your processor.
Start free