Payments
Review Monster's CRM takes card payments through your own Stripe account. The money goes to you, on your Stripe dashboard, and every payment lands on the right job and invoice without anyone typing it in.
Cash, check, Venmo, Zelle and the rest are there too. Whatever way the customer pays, the job's balance stays correct.
Your Stripe account, connected in a few clicks
You connect Stripe from Settings, Payments. Stripe walks you through its own setup and sends you back to the CRM when it's done. You never paste an API key anywhere.
Because it's your account, you see every charge and payout in your own Stripe dashboard, and Stripe pays out to your bank on its normal schedule.
Every way to take a card
The customer can pay from the link in their invoice text. The office can type a card in over the phone. The crew can take a tap on their phone in the driveway. And if the customer saved a card, you can charge it with one button.
- Online payment from the invoice link
- Card typed in by the office
- Tap to Pay on your phone
- Charge a saved card on file
- Cash, check, Venmo, Zelle, Cash App and more recorded by hand
Partial payments, deposits and refunds
A customer can pay part of a bill and the invoice shows what's left. Deposits taken on an estimate carry over to the job when it's booked.
Refunds are tracked too. Issue one in Stripe and the CRM marks the payment refunded, reopens the balance by exactly the amount that went back, and stops chasing a customer whose money was returned on purpose.
Optional card service fee
If card fees are allowed where you operate, you can add a service fee of up to 3% to payments customers make online. It shows on the pay page and the receipt, and it's kept separate from the invoice total so your books stay clean.
In practice
A repeat customer calls to settle a $640 invoice. The office opens the job, sees "Charge card ending 4242," and taps it. The payment is booked, the job shows paid, and a receipt link goes out. Later that week the customer asks for $40 back on a skipped item, the refund goes through in Stripe, and the job quietly shows the $40 balance change on its own.
Step-by-step help for payments is in the Help Center, with short screen recordings.
Open the Help CenterQuestions people ask
Do I need my own Stripe account?
Yes. Card payments run through a Stripe account you own, created and connected from Settings, Payments in the CRM. Payouts go straight to your bank.
Can customers save a card for later?
Yes. When they pay online they can tick a box to save the card. After that, the office or a recurring schedule can charge it without sending a new link.
What happens in the CRM when I refund a payment?
It's tracked automatically. A full refund marks the payment refunded, and a partial refund lowers the payment by the amount returned, so the balance is always right.
Can I record cash and checks too?
Yes. Cash, check, Venmo, Zelle, Cash App, bank transfer and other methods can all be recorded on the job by hand.
Works well with
Send an invoice as a link that opens straight to it, with reminders, deposits and a clean PDF.
Tap to PayThe customer taps their card or phone on yours. No card reader, and the job balance clears.
Customer portalA page with your logo where customers sign estimates, pay invoices, save a card and get receipts.
Recurring jobs and billingRepeat jobs on a schedule, bill each one when it's Done and charge the card on file automatically.
Payments comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.