Táve allows you to connect to either Square (US, Canada, Australia and UK) or Stripe to receive online payment for the goods and services you provide your clients.

NOTE: PayPal Standard is now a legacy payment method. If you have this currently connected you'll still be able to use it but we'd recommend moving over to Square or Stripe to enjoy the additional features available with these payment methods, such as Tipping and ACH Payments.

Most payment gateways offer similar rates of about 2.9% + $0.30 per transaction.

You can also set up offline payment methods to give your clients instructions on how to pay with that method.

To set up your client payment methods go to Settings › Client Payment Methods

From there you can select which payment method(s) you'd like to use. You can set up multiple online and custom (offline) payment methods if you'd like to.

There are two different kinds of payment methods - Online and Offline

Square and Stripe are online payment methods and will connect to your merchant accounts. These methods will allow you to accept credit card payments from your clients. The payment and credit card processing fee will automatically be logged on the job in Táve and the invoice marked as paid.

All of these payment gateways have a different fee structure, but generally it’s along the lines of a percentage of the order plus a transaction fee. You’ll want to research which one may be the best option for your business.

With our Stripe or Square integration, you can also pass on a credit card surcharge (if your jurisdiction permits) of up to 4% to your client. Find out more about Applying a Surcharge to Online Transactions.

As mentioned above, you can create an account with a number of merchant services to set up a payment gateway in order to accept credit card payments. Each payment gateway will have a slightly different setup so be sure to pay attention to all setup instructions provided.

Click the Connect Stripe option. This will take you to Stripe to sign in to your account and authorize the connection to Táve.

Once connected you'll return to Táve and be in the setup page. You can change the Button Label (the label that appears on the button the client selects on the invoice payment page) and specify which Brand this payment method will be available for.

You can also specify which receipt is sent to the client automatically when they pay. A default receipt is set up for you in Settings › Email Templates:

You can build a different receipt for each payment gateway if you’d like by creating a new email template with ‘Payment Receipts’ set as the email type. It will then appear in the drop down for ‘Send Payment Receipt to client’.

You'll also be able to choose whether to enable tipping on this payment method. Learn more about Accepting Tips From Your Clients.

With Square you can also use the Configure Payment Methods option to add additional payment options such as ACH, Direct Debit, and other regional payment methods. Find out more here on how to configure those options:

Click Connect Square to be taken to your Square account to authorize the connection to Táve. Once connected you'll return to Táve and be in the Square configuration page.

With Square you also have the options to enable/disable Credit Cards and ACH Payments:

NOTE: ACH is only available with Square for US Businesses. Find out more here on how to configure ACH for Square:

Transaction Expense Details

When a payment is processed through an online payment gateway, Táve can automatically record the credit card processing fee in the job’s financial ledger (and your Expense Report). You can give it the correct expense category and payee (the name of the payment gateway) by filling in these two options as shown below.

Example from Stripe setup page:

The New Offline Method option will allow you to set up offline payment method(s), such as Mail a Check or Pay by Phone. Offline payment methods are not automatically collected or posted to a job. They give you a place to provide instructions to the client for that specific payment method. When you receive that payment, you'll then mark the invoice as paid in Táve by manually recording the payment received.

There are a few things that you can customize with offline methods. You can change the label that appears on the button the client selects on the invoice payment page. If you have multiple brands, you can specify which brands this payment method will be available for by using the drop down. By default, the payment method button will appear for all brands. The URL identifier is just a way to change what shows in the url that the client sees.

At the bottom of the offline payment method setup, you can specify if the instructions you provide will appear on the invoices and if you’d like to include brand phone number, address, and office hours on the payment page when your client goes to pay.

Please don’t hesitate to reach out to us at support if you need assistance, right from the Support menu.