Services07 Payment integrations
Stop chasing cheques. Let customers pay the day the job's done.
Give customers a payment link or a way to pay a deposit. We agree which parts of your website, quotes and invoicing can connect.
From $1,500
How it works
- Invoices go out, then you chase e-transfers and cheques for weeks.
- Quotes get accepted, but collecting the deposit is a whole second conversation.
- You take cards, but the fees are a mystery and the money takes days to show up.
- 01
Pick the right processor
Stripe or Helcim, chosen on your numbers: card volume, in-person vs online, and what the fees actually work out to. I sell neither and take no cut.
- 02
Wire it in
Payment links on invoices, deposits on accepted quotes, cards on file for repeat work, a terminal if you need one. Connected to your books, not beside them.
- 03
Reconcile in your books
Payments land in QuickBooks against their invoices, using matching rules we agree during setup. Fewer unidentified deposits to untangle at month end.
From accepted quote to reconciled payment.
Illustrative transaction path, not a claim about elapsed time.
Quote approved
The agreed amount and customer details start the payment request.
Payment recorded
The payment provider returns the transaction status.
Work updated
The job or booking reflects the agreed payment milestone.
Books reconciled
Payment and accounting records are matched; exceptions go to a person.
Failed payments, refunds and duplicate events need a defined path too.
What it costs
From $1,500
Typical setup $1,500 to $4,000 depending on what it connects to.
The price depends on the work we agree. The free hour helps us discuss fit and the next step. Scope and price are agreed before paid work begins.
What moves the number
- What it connects to: website, invoices, bookings, or all three
- Deposits, progress billing or recurring charges
- A card terminal in the shop, or online only
Stripe or Helcim, which one?
Your card volume, payment mix and required features determine the comparison. I'll compare the applicable fees and setup costs on your numbers and show you both.
Do I need a new website for this?
A payment link may be enough. Adding buttons or other connections depends on your website. If that needs separate work, we agree it first.
You work directly with me.
I'm Chris Patten: eighteen years leading technology as VP, IT and CIO, a finance and accounting background, and experience building and selling my own business. You work with me directly, and I have no software to sell you.
Running costs and ongoing support
Before you commit, the proposal separates implementation from recurring costs: hosting, software subscriptions, usage charges, monitoring and support where applicable. It also sets the included maintenance or change allowance, response expectations and how additional work is priced.
We agree who owns each account, who operates the system after handover and how issues are escalated. Ongoing monitoring or incident response is included only where specified in the agreement.