Account owners (Administrators) can enable integrations with selected Payment Processing solutions. Upon enabling the integration, your Salespeople can collect payment for their projects directly from D-Tools Cloud.
Currently, we support integrations with CardConnect, Stripe, and ProPay for businesses listed in the US. By enabling the integration with your preferred solution, you use the Payment Processing capabilities that come as part of your subscription plan. D-Tools does not store any transaction information related to the payments on Cloud. All sensitive information is sent directly to your Payment Processor.
If you are not currently using a Payment Processing solution, we recommend you check out the following links and choose a solution that best suits your needs.
Payment integrations are available only for our paying customers and can be enabled from "Integration > Manage Integration" under Settings.
Check out the following articles to enable the integration of your choice.
After you enable the integration of your choice, the relevant tile in the Payment Integrations group will show a 'Configure' button. You can configure some default settings for the integration.
The following screenshot shows how to configure ProPay. Check out the relevant article listed above to see how to configure the integration.
After enabling the integration with your preferred solution, you can use the solution to collect payment as part of the Proposal Acceptance process. The option to use the solution appears as part of the payment terms for the project under the Payments tab.
We only support collecting the upfront payment or deposit you request from customers as part of the 'Proposal Acceptance' process. Stay tuned for our updates to extend the Payment integrations functionality to collect even milestone payments for Projects.
The following screenshot shows how to collect payment using ProPay. Check out the relevant article listed above to see how to use the integration to collect payments.
D-Tools Support for Payment Integrations
The D-Tools Support team will only cover issues related to the correct functioning of the integrations. All issues related to account and payment status, as well as any transaction fees, minimums, or holds, must be resolved by contacting the Support team of the Payment Processing solution you have chosen.