Set up online payments and cards on file
Connect Stripe, accept invoice payments, and save a customer card with authorization.
Connect payments before asking customers to pay online or enabling automatic charges. Cleanr uses Stripe for the payment account and card data.
Connect the payment account
- Open Settings → Invoicing & Payments.
- Find GET PAID ONLINE and start the Stripe connection.
- Complete the required business and payout details in the Stripe handoff.
- Return to Cleanr and confirm the payment connection is active before sending an invoice that should accept online payment.
- Open More → Payments.
- Start the Stripe connection and complete the required details in the secure handoff.
- Return to Cleanr and confirm payments are connected.
When payments are connected, an invoice link can offer the customer an online payment option.
Save or update a customer card
Get the customer's explicit authorization before saving a payment method or using automatic charges.
Open Customers, choose the customer, then Edit Customer. In Card on file, select Save Card or Update Card and complete the secure form.
Open the customer, choose Payment, then Add Card on File or update the existing card.
Cleanr displays limited card information such as brand and last four digits; Stripe handles the card data. Auto-charge works only when payments are connected and the required business and customer settings are enabled.
Do not enter card numbers in customer notes, appointment notes, tickets, or screenshots. Use only the secure card-on-file flow.
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Create an invoice from completed work
Turn a completed Cleanr session into an invoice and review the charges before sending it.
Set up automatic card payments and understand ACH
Enable auto-charge safely, prepare a customer's saved card, and use the supported alternative while ACH checkout is unavailable.