Payments

Get Paid the Moment the Job Is Done

JG CRM Payments is built into the workflow your team already uses. Quote approved, job completed, invoice sent, payment collected. One flow, one system, no third-party portal. Powered by Stripe. Your brand on every invoice. Every payment method your customers want, from credit cards to Venmo to buy-now-pay-later.

Your Brand on Every Invoice

Invoices go out under your company name, your logo, your colors. Customers see you, not some third-party billing platform they have never heard of. No "Powered by [third party]" footer. No QuickBooks branding confusing your clients into thinking they owe money to Intuit.

Your brand is the trust signal. Keep it front and center on every payment touchpoint.

Every Way Your Customers Want to Pay

💳
Credit and Debit Cards

Visa, Mastercard, Amex, Discover

📱
Apple Pay and Google Pay

Tap-to-pay from their phone

🏦
ACH Bank Transfer

Lower fees, great for large invoices

📲
Venmo

73 million Americans already use it

🔄
Klarna / Afterpay

BNPL: they split, you get paid in full

💵
Cash App Pay

One-tap mobile payment

⚡
Link by Stripe

One-click for returning customers

🔗
Instant Payment Links

Text or email, tap, paid. No portal.

What Makes JG CRM Payments Different

Adjustable Processing Fees

Set the credit card surcharge to whatever percentage works. Pass 100% to the customer, split it, or absorb it. Change it anytime. QB Payments and Biller Genie lock you into their fee structure with zero flexibility.

One-Click Future Billing

First payment tokenizes the card. Next month, charge automatically. Card expired? Stripe handles the update behind the scenes. No awkward phone calls for new expiration dates. No broken payment chains.

Instant Payment Links

Customer gets a text or email, taps a link, pays. Done. No logging into a portal, no creating an account, no downloading an app. Friction kills payment speed. Every extra step is another day you wait to get paid.

Recurring Billing That Just Works

Weekly, biweekly or monthly auto-charges using stored payment methods. No third-party subscription manager. No customer having to manually click "Pay" every cycle. The money just shows up.

Seamless In-App Experience

Payments, invoices and billing history live inside JG CRM next to the work order, quote and service history. No tab-switching. No CSV exports to reconcile. "Paid" appears the moment it happens.

Buy Now, Pay Later

Your customer splits a $1,200 pool repair into 4 interest-free payments via Klarna or Afterpay. You get paid in full upfront. They get breathing room. Nobody calls your office asking to "work out a payment plan." It is built into the checkout.

JG CRM Payments vs QuickBooks vs Biller Genie

CapabilityJG CRM PaymentsQuickBooks PaymentsBiller Genie
White-label invoicingYes (your brand only)QB branding visibleThird-party branding
Adjustable surchargeYes (any %)NoNo
Auto card update on expiryYes (Stripe)NoNo
Instant payment linksYes (tap and pay)Portal login requiredEmail with steps
Recurring auto-chargeYes (stored method)LimitedCustomer must click Pay
In-CRM experienceNative (same screen)Separate appSeparate app
Refunds from work order2 clicksSeparate portalSupport ticket
VenmoYesNoNo
BNPL (Klarna/Afterpay)YesNoNo
Fee flexibilityPass, split, or absorbFixed 2.9% + $0.30Fixed rates

Honest note: QuickBooks is better for pure accounting workflows (reconciliation, tax prep, payroll). JG CRM wins on the field service payment flow from quote to collection.

Built for Field Service, Not Accounting

QuickBooks is an accounting tool that bolted on payments. Biller Genie is a billing tool that bolted on delivery. JG CRM Payments is built into the workflow from quote approval to job completion to payment collection.

The invoice exists because the work order exists. No duplicate entry. No sync errors. Your office staff sees "paid" the moment it happens.

See also: CRM with invoicing and Stripe integration details.

Refunds Without the Headache

Process full or partial refunds directly from the work order. Two clicks. No logging into a separate payment portal. No waiting for support. No filing a ticket and hoping someone processes it by Friday.

Lower Effective Cost

Third parties charge processing fees on top of their monthly subscription. QB Payments takes 2.9% + $0.30 per transaction with zero flexibility.

With Stripe Connect through JG CRM, you get competitive processing rates plus the ability to offset costs by passing a surcharge to customers. Your effective processing cost can be zero if you pass the full surcharge. Try doing that with QuickBooks.

Payments FAQ

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