Tax & Payment Settings

Tax & Payment Settings

Payment Methods

Go to Settings → Payments to configure how customers can pay you.

| Method | Setup | |--------|-------| | Stripe | Enter your Stripe secret key. Customers pay by card in the portal. | | Cash | Toggle on and optionally add instructions. You mark invoices paid manually. | | Check | Enter your "payable to" name and mailing address. | | Venmo | Enter your Venmo handle. Customers see a direct link. |

You can enable multiple methods — customers choose at checkout.

Sales Tax

Enable sales tax in Settings → Payments:

• •Tax rate — enter your percentage (e.g., 8.25%)
• •Tax label — customizable (e.g., "Sales Tax", "State Tax")
• •Tax is calculated and shown on invoices automatically
• •Per-customer tax rates can be set on individual customer profiles (for cross-county work)

Auto-Invoice on Job Completion

When enabled (Settings → Payments), completing a job automatically:

1. •Creates an invoice for the job amount (minus any deposit already collected)
2. •Sends the invoice to the customer via email
3. •Shows a toast confirmation

This works from all completion paths — the job detail page, the jobs list, and the crew field app.

Test Mode

In Settings → Notifications, toggle Test Mode to redirect all emails and SMS to your own address. This lets you test the full invoice and notification flow without bothering customers. All messages get a [TEST] prefix.