Paypal & Canvas: Taking the Pain Out of Mobile Payments

By Keith Bateman on March 15, 2017

Getting Paid On-time, On-site, Every Time 

Our goal as a company is to make it easier for you to collect, share, and analyze data without the need of inefficient and costly paperwork. But we also want Canvas to be a platform that can help you gain efficiency in other parts of your business that you wouldn't normally consider like payment processing. We have created a quick-connect integration with Paypal Here that allows anyone using Canvas to begin collecting customer payments in seconds without the hassle of pricey API integrations or concerns over data security. Simply plug-in the Paypal dongle into your device's headphone jack and you are ready to rock!

Many Canvas customers today are already utilizing the Paypal integration for uses cases including:

  • HVACMobile Workers
  • Plumbing
  • Landscaping
  • Vehicle Towing
  • Automotive Servicing
  • Pest Control
  • Pool/Spa services
  • Construction

Are Mobile Payments for You?

There are a lot of benefits when it comes to implementing mobile payments and something that doesn't have to change how your process works today.

Many of our customers love having the option of being able to collect receivables on the spot, even if it isn't part of their day to day process. Implementing mobile payments via PayPal Here can simply be an enhancement to your existing Canvas setup.

We suggest checking out mobile payments if you struggle with:

  • Slow payment or sales cyclesCredit Card Swiper
  • Missing cash or checks
  • Tracking monthly invoices or payments
  • Or any other payment related processes

Benefits of Eliminating Paper Payments

You may be asking yourself, "What is a paper payment?". It's literally a term for any sort of payment you receive from a client that involves handling physical currency. This includes checks, cash, money orders, etc.

The issue with "paper payments" is that they can take a while to track, receive, and recognize on your financial statements versus digital transactions. Checks can get lost and cash can be easily mishandled, but with digital payments, the money is securely sent to your bank account without the threat of mismanagement.

 Mobile Payments - Work order  - CanvasWe know that it is important to be flexible towards a client's payment options. Paypal not only allows you to swipe credit or debit cards with its attachable dongle but allows you to input cash amounts as well. The best part is that after the customer signs off on the transaction, a digital invoice receipt is created and available to send to them instantly. Now that "paper payment" is traceable in real-time, and not just sitting in someone's truck until the end of the day or week. 

 

Mobile Payments Made Simple

Just like everything else with the Canvas platform, we wanted to make collecting mobile payments as easy as possible! To get started, you simply access the Canvas App Builder and place a "Payment" field within the mobile form you wish to connect to Paypal.

Payment Field - App Builder

Make sure your mobile form has a numerical field (Number, Summary, Calculation) so that you can connect your "Payment" field to it. This will let the Paypal integration know exactly how much you want to charge for each transaction, based on the specific numerical field or calculation you have setup in your form.  

If you want to setup this awesome feature for one or more of your mobile forms, click here to learn more!

Burning Paper