What your team captures
Invoice amount, customer, configured processor and payment status.
crewTendMONEY & PURCHASING
Online payments & 3DS
Request card authentication and record invoice acceptance.
Connected service setupStripe account setup and end-to-end payment validation are required. 3DS does not eliminate every dispute.
A PRACTICAL EXAMPLE
An invoice with a remaining balance.
Click each step to see the information your team brings in, the review they make and the record they keep.
crewTendInteractive product preview · sample data
Connected work record
Prepare the record
An invoice with a remaining balance
- Invoice amount
- customer
- configured processor and payment status
Connected work record
Review the work
Share the supported payment flow and reconcile the result
- Keep the customer, property or job attached
- Review the inputs and supporting evidence
- Confirm the responsible person and next action
Ready for your review
Keep the result
A payment record against the invoice
- Preserve the original record and supporting documents
- Keep office and field context together
- Open the related workflow when more work is needed
What your team does
Share the supported payment flow and reconcile the result.
What stays connected
A payment record against the invoice.
Know what to expect.
Where does this fit in the workday?
Start with an invoice with a remaining balance. Share the supported payment flow and reconcile the result. The result is a payment record against the invoice.
What needs to be configured?
Stripe account setup and end-to-end payment validation are required. 3DS does not eliminate every dispute.
Product readiness Ask about setupCan the whole team use the same record?
Office and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.
Security & accessTHE NEXT STEP STAYS CONNECTED