Overview
FortisPay powers online card and ACH payments on invoices and pay links. Each company profile can have its own merchant account when multi-location is active.
Where in the app: Business Settings → Integrations → Payment Processing
Open: FortisPay
Requires the FortisPay feature flag on your account.
Onboarding
Before onboarding:
- Complete Company Info
- Click Apply or Onboard on the integration tab
- Complete FortisPay's merchant application
Multi-location: separate merchant account per location.
Settings (after onboard)
| Setting | Purpose |
|---|---|
| Accepted methods | Credit card, ACH |
| Pay link expiration | 7 / 14 / 30 / 60 / 90 days or never |
| Payment received emails | Notify office when customer pays |
| CC email list | Additional notification recipients |
Branding preview uses your company logo and colors.
Account details show location ID and masked credentials for support reference.
Using payments
Customers pay from invoice email links or the customer portal. Recorded payments sync to job and invoice history.
See Payments.