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Accepting Online Payments
Accepting Online Payments

Get paid 4x faster on average when you accept online payments.

Tiffany Hayden avatar
Written by Tiffany Hayden
Updated over 9 months ago

Over 70% of customers like to pay with Credit Cards so connecting your bank account is a huge step.

With Servgrow Payments, you can offer your clients the convenience of paying with debit or credit cards while ensuring their card information is securely stored for future transactions. This fully integrated payment processing platform simplifies the management of client card details, payments, and deposits directly within Servgrow, streamlining your financial processes and enhancing overall efficiency. Embrace the future of payments and start accepting them with ease today.

Servgrow Payments provides:

  • An easy online payment method for your clients via the customer portal.

  • Secure storage of credit cards for both you and your clients, allowing for charges on an as-needed basis or for automatic billing on a recurring schedule.

  • The capability for clients to use their saved cards for making online payments directly.

  • Detailed reports on transactions and bank payouts processed through Servgrow Payments.

  • Direct refund processing within Servgrow.

  • A physical card reader for on-site payment collection at a lower rate for transactions where the card is present, including swipe, tap, or chip insert options.

We'll be cover the different ways to accept an online payment.

Ok, let's get started!

Accepting Online Payments Via the Web App

  1. On the action bar, click the 'Pay' icon on the far right.

  2. Select 'Card'

  3. Now, you'll have the option to use a 'Saved' card or proceed to use a card that isn't saved.

    • If using a saved card, check the box and the select from the saved cards on file for the customer and then 'proceed with payment'.

    Congrats! You just got paid.

    • If accepting an online payment from a customer that doesn't have a saved card, select 'card', then proceed with payment.

    You'll be directed to enter card information or select online payment method.

    Now, just enter card details or other method and click 'Pay'.

That's it!

Receiving Online Payments via the Customer Portal

Customers can pay their invoice online via their customer portal.

  1. Send invoice to customer

    When 1st sending the invoice, you'll have the option to send via text, email or both.

    Once the customer receives the invoice via text or email, they'll be directed to their customer portal where they can pay their invoice online.

    After selecting 'Pay Invoice', your customer will now have the option to add or use a 'saved card'

    That's it!

Have you customized your customer portal? Go here to learn how.

Online Payments via Mobile Card Reader

Enjoying even lower rates when you use the Servgrow card reader to accept debit and credit payments in person.

Current fees using the card reader are 2.7% +.5 cents a transaction

The Servgrow card reader allows you to quickly, easily, and securely take cards in person

Go here to learn how to set up and start using the mobile card reader.

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