Collecting payments through the mobile app

Collect payments onsite by embedding stripe payments directly into an Ontraccr form.

Prerequisites

In order to collect Stripe-based payments through the mobile app in Ontraccr:

You must successfully activate the Stripe integration within your company's Ontraccr account.

Adding the 'payment' field into the invoice form

If you'd like to enable a user in the field to collect an invoice payment directly through the mobile app while onsite, then you can do so by adding a 'Payment' field into your form template. In the 'Field to pull payment amount from' drop-down field, be sure to select the dollar amount total from the correct field in the invoice form that you'd like to use to process the payment. Finally, select the currency you'd like to use for the transaction using the 'Currency' drop-down field.

Collecting payments through the mobile app

Once you've added the Payment field into your form, when a user is ready to accept a payment through the mobile app, the field will display a 'Tap to collect payment' button.

From here, they can simply tap to open the payment slider, where the credit card details can be entered and submitted for processing. There is even an option to scan a photo of the credit card instead of inputting the details manually.

When the payment has been processed successfully, the payment field will update to display a 'Payment Collected' status. After this, the form must be submitted immediately and should not be saved as a draft.

Notes and considerations

If a payment is collected within the form in the mobile app, the form must be submitted immediately afterwards and should not be saved as a draft. This is why it's important to make sure that the other required information is entered into the form before processing the payment, such that the payment is the last action left in the form before submitting it.
If the form workflow includes a 'Collect Payment' step and a user submits the form after collecting a payment using the in-app Payment field, then it will bypass the payment collection step in the workflow and won't send the payment link since it's already been collected.