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ShopWrk uses Stripe Connect to process payments on your behalf. Once connected, customers can pay invoices online through a Stripe-hosted page, and you can collect in-person payments at the counter using a Stripe Terminal card reader. All payouts go directly to your linked bank account.

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Connect your Stripe account

Go to Settings → Payments to begin. You’ll need to complete Stripe’s onboarding before you can accept any payments.
1

Choose your business type

Select whether you operate as a Company / LLC (registered business entity) or a Sole proprietor / Individual (operating under your own name). This determines which verification documents Stripe will ask for.
2

Start the Stripe onboarding flow

Click Connect Stripe Account. You’ll be redirected to Stripe to provide:
  • Business name, address, and EIN or SSN
  • Bank account for receiving payouts
  • Identity verification documents
3

Complete verification

After submitting your information, Stripe reviews and verifies your account. You’ll be returned to ShopWrk automatically. If Stripe needs more information, a banner will appear on the Payments page listing the specific items still required.
4

Confirm charges and payouts are enabled

Once fully onboarded, the Payments page shows two green checkmarks: Charges and Payouts. Both must be active before ShopWrk can process payments for you.
If you leave Stripe’s onboarding partway through, your account is saved. Return to Settings → Payments and click Continue Setup to pick up where you left off.

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Accepting online payments

When your Stripe account is connected and charges are enabled, ShopWrk sends customers a link to a Stripe-hosted invoice page where they can pay by card. The typical flow is:
  1. Create an estimate for the customer and get their approval.
  2. Convert the approved estimate to a job, then generate an invoice.
  3. Send the invoice — the customer receives a link to pay online.
  4. ShopWrk records the payment and marks the invoice paid.
You can configure deposits and partial payments through payment schedules when creating an invoice. This lets you collect a deposit upfront and the balance on completion.

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In-person payments with Stripe Terminal

Stripe Terminal lets you accept card payments at the counter without leaving ShopWrk. Supported readers are the Stripe Reader M2 (Bluetooth, handheld) and the BBPOS WisePOS E (countertop).

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Prerequisites

Before registering a reader, make sure:
  • Your Stripe account is fully connected and charges are enabled.
  • POS payments are turned on under Payment Methods in the Payments settings.
  • Your shop address is filled in under Settings → Shop (required by Stripe for Terminal registration).

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Registering a reader

1

Power on the reader

Turn on your Stripe reader. It will display a registration code on screen (for example, sepia-cerulean-heron).
2

Add the reader in ShopWrk

In Settings → Payments, scroll to POS Terminal Setup and click Add Reader. Enter the registration code and an optional label (for example, “Front Counter” or “Bay 1”).
3

Confirm the connection

The reader appears in the list with an Online status once it connects to your network. If it shows Offline, check that the reader is on the same Wi-Fi network as your device.
You can remove a reader from ShopWrk at any time, but you’ll need to re-register it to use it again.

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Payment methods

Under Payment Methods you can control which payment types your shop accepts: Enabling or disabling a method takes effect immediately for new invoices.

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Handling refunds

To refund a payment, open the invoice in ShopWrk and use the refund action. ShopWrk sends the refund instruction to Stripe, which processes it back to the customer’s original payment method. Partial refunds are supported.
Stripe typically returns funds to the customer within 5–10 business days, depending on their card issuer.

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Stripe Dashboard access

From Settings → Payments, click Open Stripe Dashboard to jump directly to your Stripe account. Use the Stripe Dashboard to view detailed payout schedules, dispute management, and transaction history beyond what ShopWrk surfaces.

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Disconnecting Stripe

You cannot disconnect Stripe while open invoices exist. Settle, void, or refund all outstanding invoices first. Disconnecting removes ShopWrk’s ability to process payments, but your Stripe account itself is not deleted.
To disconnect, click Disconnect on the Payments settings page and confirm the dialog. You can reconnect at any time.

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Related

Invoices

Create and send invoices that customers pay through Stripe.

Estimates

Build tier-based quotes and collect customer approval before billing.