If you use Stripe, Square, or PayPal, CoachAccountable can process client payments of your invoices on your behalf.
Setting up CoachAccountable to process payments on your behalf is simple. Head to the Business Center >> Setup >> Invocing Config >> Processor.
Pick your processor of choice.
Here's how each processor integrates with CoachAccountable:
Stripe
To use Stripe, click the Connect button and authorize CoachAccountable on Stripe's end. You can even get yourself a new account through this process.
Square
If you’re not logged in to Square, you’ll be directed to the Square login page.
If you are logged in, you’ll skip right over that one and see this next. Square will make sure you want CoachAccountable to have some permissions.
Allow, and you'll be on your way.
Both Stripe and Square allow a client to pay the invoice right within CoachAccountable, as opposed to bouncing off to another site to complete the transaction.
PayPal
PayPal has a few drawbacks, so we truly recommend using Stripe or Square if your country offers it. Check out the PayPal setup instructions and more on the tradeoffs here.
Storing Card Info
As an added convenience, your clients can choose to have the system remember their credit card for future use (only IF you use Stripe or Square - this is not available with PayPal).
For those of you who are mindful of the security concerns of storing the credit card information of others (and hopefully, that’s everyone who’s looking to take payments online), both Stripe and Square offer systems for offloading the storage of such sensitive information. As is the case for coach subscription payment information, the CoachAccountable server never stores your client’s credit card details (beyond identifying bits like last 4 digits and expiration), and instead keeps a unique token which allows it to perform transactions on your behalf.
This, coupled with the security measures already in place, makes CoachAccountable a PCI compliant system for handling your clients’ invoice payments online.