PaymentsOFF

Online card and ACH payments on client invoices. Off by default for FSG — Wendee or Dean turns it on (PRD [T38]).

Card payments are off

Today FSG clients pay by check or ACH against a QuickBooks invoice. Nothing changes until this is turned on.

When enabled, every client invoice email gets a Pay online button, payments post back to QuickBooks automatically and mark the invoice paid, and the project moves to Closed · paid. The card fee can be passed through as a surcharge where allowed (Wisconsin: yes, with disclosure).

Dean or Wendee onlyYou’re signed in as Morgan — ask Dean or Wendee to enable.

Stripe account

Stripe Connect Not connected

Standard Stripe account owned by FSG. We never see card numbers.

Accept card payments

Connect Stripe first.

Accept ACH (bank debit)

Cheaper for large invoices; 3–5 business days to settle. Client enters routing/account or uses Plaid.

Surcharge

Pass card fee to client as a surcharge

Shown as a separate line on the invoice and disclosed before payment. Not applied to ACH.

Surcharge %

Wisconsin allows up to the actual cost of acceptance; 3% is a common cap.

Minimum invoice for card

Below this, offer ACH/check only.

What the client sees

· invoice email

Invoice 18835 · Facility Services Group

Amount due$13,001

Remit by check to N27 W23960 Paul Rd, Pewaukee WI 53072 or ACH (details on invoice)

Security

PCI handled by Stripe Checkout — card data never touches our servers.
Pay links are signed, single-invoice and expire when paid.
Every payment posts to QuickBooks and the project timeline.

Vendor payments (ACH to subs) are separate and stay in QuickBooks Bill Pay for now — see Vendor invoices.