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Auto Detailing CRM connects directly to Stripe so your team can collect payment the moment a job is complete — whether the customer is standing in front of you, paying remotely from their phone, or handing you cash. Every payment updates the order status and flows into your financial reports automatically.
The Payments settings screen showing Stripe connection, payment links, and Tap to Pay setup.

Stripe payment settings — connect Stripe, payment links, and Tap to Pay from one place.

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Payment methods at a glance

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Setting up Stripe

Stripe is required for Tap to Pay and payment links. Manual methods (cash, Zelle, etc.) work without Stripe.
1

Open Stripe integration settings

Go to Settings → Stripe Integrations.
2

Enter your Stripe credentials

Add your Stripe Publishable Key and Secret Key. You can find these in your Stripe Dashboard under Developers → API Keys.Use live mode keys for real payments. Use test mode keys only during setup and testing.
3

Add Terminal Location ID for Tap to Pay

If you want to accept contactless payments on iPhone, add a Terminal Location ID from your Stripe Dashboard. Go to Terminal → Locations in Stripe and copy the location ID for your business address.
4

Save and verify

Save your settings. The payment options become available on orders immediately after Stripe is connected.

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Collecting payment from an order

1

Open the order

Open the order you want to collect payment for. Confirm it shows Unpaid status.
2

Choose a payment method

Select the method based on the situation:
  • Tap Tap to Pay if the customer is present with a card or phone
  • Tap Payment Link to generate a URL to send via text or email
  • Tap QR Code to display a scannable code
  • Select Manual and choose the method (cash, Zelle, etc.) to record an offline payment
3

Confirm payment

Once payment completes, the order updates to Paid automatically. The payment amount and method are recorded on the order and appear in your Insights reports.

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Partial payments

The CRM supports partial payments for deposits, installments, or split billing:
  • Record the first payment — the order shows as Partially Paid
  • Record additional payments as they come in
  • The order updates to Paid when the full amount is collected
Partial payments are useful when you collect a deposit at booking and the balance at handoff, or when a customer splits payment across two methods.
Use payment links for deposits. Send the link to the customer before the job starts so the balance is already collected by the time you hand the vehicle back.

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How payments connect to reporting

Every payment recorded on an order — regardless of method — feeds your financial reports:
  • Revenue on the dashboard updates when the order is Paid
  • Payment Methods report in Insights shows the breakdown of how customers are paying
  • P&L report includes paid order totals in the revenue line
Manual payments (cash, Zelle) are included in reports just like Stripe payments — as long as they’re recorded in the CRM.
If you collect payment outside the CRM (e.g., cash without recording it), that revenue won’t appear in your dashboard or Insights reports. Always record every payment, even manual ones, so your financial picture stays accurate.

Tap to Pay on iPhone

Step-by-step guide to the Tap to Pay checkout flow on iPhone.

Payment methods

Add and manage custom manual payment options (cash, Zelle, ACH).

Orders

Understand how payment status tracks alongside job status.

Insights

Review the Payment Methods report and P&L in Insights.

Payments & Card Security

How card data is protected — and why it never touches our servers.