Configuring your Invoice Link Payment (STAX) Settings

Derek Torres
Derek Torres
  • Updated

IMPORTANT: Accepting online payments via Invoice Link Payments is only available to ServiceTrade customers in the United States.

Once your payment integration setup is complete, you can choose whether to accept credit cards and/or ACH payments, and you can also choose the minimum and maximum dollar amounts for which you want to accept payments for each method. This guide will walk you through how to do so.

Configuring your Invoice Link Payment Settings

  1. In ServiceTrade, click your profile picture.
  2. Then click Account Settings.
  3. Click to expand the Integrations accordion.
  4. Click the green Configure Payment Portal button.
  5. Select from the drop-down menu whether or not you will accept credit card payments, followed by the minimum and maximum amount to be accepted.
    • Note: The maximum amount should be less than the largest credit card transaction size that you provided during payment enrollment.
      Accept CC.png
  6. Select from the drop-down menu whether or not you will accept ACH payments, followed by the minimum and maximum amount to be accepted.
    • Note: The maximum amount should be less than the largest ACH transaction size that you provided during payment enrollment.
      accept ACH.png
  7. The next drop-down menu allows you to choose whether or not this integration will apply to all offices or only selected offices in your account. If you wish to have this integration apply to all offices, you are done! Click Save Configuration and return to your account.
  8. In the Office Assignments dropdown, select Selected offices only.
    Office Assignment.png
  9. In the list of offices that appears, check to select all the offices that should use this payment integration:
    Office Assignments 2.png
    • In the example above, only the Greensboro and Charlotte offices will use this integration.
  10. Click Save Configuration to save your changes.
  11. Repeat this process for each office (or set of offices) that needs to use a different payment integration.

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