Skimmer Billing - Payment Settings

To learn how to customize email recipients using the web interface, see the video below. Or, if you prefer, scroll past the video to view our step-by-step text instructions.

Step-by-step instructions . . .

1

When you’re ready to accept online payments directly from the invoice you send through Skimmer, you’ll want to start by connecting to Stripe and choosing your general settings. To do that, on the website go to Settings and then Payments.

2

First, we have the Online Payments box, and a very key feature is this button you see at the top. Right now it says “View Account” because this account has already connected to Stripe and enabled online payments. But when you start out, it’ll look different, and that’s the button you’ll click to begin the process of connecting to Stripe and getting your payment account activated. We won’t go through that Stripe activation process in this video, but just remember you’ll click this button to get started.

So, why would the button look different before and after connecting to Stripe? Because it’s also a status indicator and will say different things during the process. It will let you know if verification is in progress, if updates are needed, if there’s some kind of restriction, if the connection is disabled because it needs more Information from you, or if verification is pending. So the button allows you to engage in the process with Stripe and also tells you the status at any given point.

3

Now you have a choice to make. What type of online payments would you like to accept? There are two options. The first is credit and debit cards and digital wallets, which all basically the act the same way during the payment process. The second is ACH bank payments, which typically have a lower transaction fee but take longer to process.

4

In the next box, you’ll find Payment Receipt Email Settings. Note the toggle at the top. When this is switched on, Skimmer will automatically send your customer a receipt when payment is applied to an invoice. If you don’t want this to happen by default, you can still choose to do it manually as needed, but this setting will automate that for you if you like. This applies to the general payment receipts you’re going to send out through Skimmer. So it’s not just for Stripe payments, it also applies when you indicate offline payments such as cash or check.

5

Next, you’ll indicate who and where the receipt is coming from, typically your pool business name and one of your company emails. Then you can enter a default subject line and message, which will accompany the receipt. Once you’re done, click Save.

6

And if you’d like to see how your receipts emails will look, enter your email in the box on the top right and send yourself a sample.