Payment Processing Setup with Lever360 and Stripe
Learn how to integrate Stripe with Lever360 to securely collect payments, send payment links, and tie them directly to invoices.
1. Introduction to Payment Processing 0:00
Overview of Lever360's Stripe integration.
Collect payments and send secure payment links.
Automatically tie payments to job invoices for easy tracking.
2. Stripe Account Requirements 0:32
Before setup, ensure you have:
A Stripe account
Business EIN or Tax ID
Legal business name and address
Owner information (if >25% ownership):
Last 4 digits of SSN
Home address
3. Accessing Payment Settings 1:30
Click the Gear icon in Lever360
Navigate to Company Settings
Select Payment Processing
4. Enabling Stripe Integration 1:56
Toggle Stripe integration ON
Click Add Information to begin setup
5. Completing Stripe Forms 2:21
Enter required business and owner details
Stripe handles all sensitive info directly (Lever360 does not store this data)
6. Processing a Payment 3:31
Navigate to a job in your Lever360 test system
Follow the video demo to simulate payment processing
7. Creating an Invoice 3:49
Select revenue line items
Choose Invoice 100% of the job
Confirm invoice details before sending
8. Sending a Payment Link 5:07
Load an email template
Select the customer's email address
Attach the invoice and send the payment link
9. Customer Payment Experience 6:15
Customer receives the email and clicks the Stripe link
Payment page opens securely via Stripe
Customer enters payment info and submits
10. Confirmation & Support 7:44
Once processed, the payment is automatically marked as Paid in iRestore
For support, contact [email protected]