Step 4 of 6

Get paid

The work's done. Now you want the money without a week of follow-up.

Review Monster's CRM turns the job into an invoice in a tap. The customer can pay online from a link, tap their card on your phone before you leave, or keep a card on file for repeat work. Payments go into your own Stripe account.

  1. 1

    Invoice from the job

    The line items from the job become the invoice, so there's nothing to retype. Send it by text or email, with your logo and your wording.

    Invoices
  2. 2

    Customers pay online

    The invoice link opens your customer portal, where they can pay by card, download a receipt and see past invoices. You can add a card service fee on the documents you choose.

    Customer portal
  3. 3

    Tap to Pay before you leave

    Take a card in person with just your phone. The customer taps their card or phone on yours, and the job's balance clears in the CRM. No card reader to carry.

    Tap to Pay
  4. 4

    Charge a card on file

    For repeat customers, save a card once and charge it when the job is marked Done. Every payment goes into your own Stripe account.

    Payments
  5. 5

    Reminders chase late invoices

    Turn on past-due reminders and the customer gets a short text and email one, three and five days after the due date, each with the link to pay. Nobody in the office has to make that awkward call.

    Automations
  6. 6

    Receipts and books stay tidy

    Snap a photo of a receipt at the register and it's read and filed. Connect your bank read-only and your own rules sort the transactions, so month end isn't a shoebox project.

    Bookkeeping

Questions people ask

Where does the money go when a customer pays?

Into your own Stripe account. You connect it once under Settings, and card payments, Tap to Pay and saved cards all pay out through it.

Do I need a card reader?

No. Tap to Pay works on your phone in the Review Monster app. The customer taps their card or phone on yours and the payment is recorded on the job.

Can I pass the card fee on to the customer?

Yes. You can add a card service fee and choose which documents allow card payment, so a large job can be paid another way if you prefer.

All of it comes with the CRM

And the CRM comes with every Review Monster plan.