Spectora

Multi-Party Payments, payments, spectora payments, split payments, separate invoices, separate payments, multi party payments, multi-party payments, one-off invoices, additional people, third party payments

Multi-Party Payments with Spectora

US based companies only. Keywords: Spectora payments, payouts, instant payouts, instant pay, instant deposit, deposits, payments, payout fee

Instant Payouts

All new users will be automatically enrolled in Spectora Payments! Keywords: Spectora payments, payments, auto-enroll, auto-enrollment, automatic payments.

Spectora Payments: Try Spectora Payments On Us

Pay at Close lets clients defer inspection payment until closing while you get paid within 1-2 business days of publishing. Learn how it works, key benefits, requirements, and find detailed…

Pay at Close

Square, spectora payments, stripe, migrate from square, move to spectora payments, payments, client portal V3, updated client portal

Spectora Payments - Migrate from Square

Choose between in-app messages or have notifications sent directly to your inbox!

Receiving Payment Notifications

How can I manage and send payment links in Spectora?

How can I manage payment settings in Spectora, including enabling, disabling, and troubleshooting payments?

How to use Multi-Party Payments to give your primary client a second invoice and collect a deposit upfront, with the rest billed later.

Using Multi-Party Payments to Take a Deposit

Amber

Support Team

Shannon Lewis

Payments

Keywords: split payment, payment with two cards, split invoice, sharing payment, multi party payment, spectora payments, third party payment, 3rd party payment, multiple payments, separate payments

How to Take a Split Payment Without Spectora Payments

How to Have an Agent or 3rd Party Pay for an Inspection

Wondering how to take a credit card payment from your client over the phone? Here's how!

How to Take Payment Over the Phone

Payment Instructions

The different payment options available in Spectora, ach bank transfer, CC, BNPL, pay at close, deferred payments, payment after publish

Payment Options Available with Spectora

Learn how to use Pay at Close with Multi-Party Payments when clients pay at closing while third parties like agents pay their portion immediately. Includes workflows for creating separate invoices…

Using Pay at Close with Multi-Party Payments

Mallory Lydon

Stephanie Woodward

Payment Options in Spectora

You can now use Apple and Google Pay with Spectora! Keywords: apple pay, google pay, payment types, spectora payments

Apple Pay and Google Pay with Spectora Payments

Keywords: spectora payments, in-app payments, built-in payments, set up payment options for clients, take payments through spectora

How to Take Credit Card Payments in Spectora

Credit & Debit Card Payments

Bank transfers are an easy, cost effective alternative to credit card payments. ACH, bank transfer, wire, wire transfer, ach payment

How to Accept Bank Transfer (ACH) Payments in Spectora

The pros and cons of having your clients pay the transaction fees

Passing Credit Card Fees to Your Clients

Answers to commonly asked questions about passing on credit card fees to your clients.

Passing on Credit Card fees FAQs

ACH/Bank Transfers

When payment by cash, check, PayPal, Venmo, etc.

How to Manually Mark an Inspection as "Paid"

Outside of Spectora (Cash, Check, Zelle, etc.)

Manual Payments

Keywords: buy now pay later, BNPL, pay at close, affirm, closing

Buy Now Pay Later Options for Your Clients

Pay over time through a BNPL provider (like Affirm)

Buy Now, Pay Later

This guide explains how Pay at Close works, why inspectors love it, and how to set it up in just a few steps.

Pay at Close: Getting Started Guide

Steps on how to enable and set up Pay at Close.

Setting Up Pay at Close

Different aspects for managing your inspections where Pay at Close was chosen as the payment method.

Managing Pay at Close Inspections

How Pay at Close looks and works for the client.

Pay at Close Client Experience

Troubleshoot common Pay at Close issues including payment visibility problems, payout timing, service changes after client selects Pay at Close, closing date updates, deal cancellations, and when to contact Pay…

Pay at Close Troubleshooting

How does the Pay at Close (PAC) payment option work in Spectora, and how can I set it up or troubleshoot issues?

Track your Pay at Close inspections, monitor payment status, and understand how Pay at Close is performing for your business.

Pay at Close Reports

Katie York

Pay At Close

Keywords: Collect payment after publishing, company setting, payments, client portal, client portal payment, require completion to publish

Collect Payment After Publish

Clients pay after inspection is complete and the report is published

Collect Payment After Publishing 

How to Download Payout Information

How to view incoming payouts Keywords: payouts, payments, pay, deposit

How to View Incoming Payouts

Keywords: payouts paused, missing payout, payout not received

Missing or Paused Payouts

Why does my Spectora dashboard show a 'Payouts Paused' alert, and how can I resolve it?

Payouts

How to verify your account and which documents are needed

Verifying Your Payments Account

Keywords: update stripe account, update bank account, account for deposits, payment account, bank routing number, switch bank account

How to Update Your Payment Deposit Account in Stripe

To reduce the likelihood of disputes, we've set the default statement descriptor to [company]*[service], but you can change it.

How to Customize What Your Clients See on Their Bank Statements

Keywords: charges, withdrawals, refund charges, payment charges, refunds, refund withdraw, money taken out

How to Find Details on Charges or Withdrawals

Keywords: Stripe Capital, capital offers, capital loans with stripe

Stripe Capital FAQs

Keywords: Stripe Capital, Capital financing, Stripe financing, financing

Stripe Capital

Contacting Stripe for verification purposes not able to be handled by Spectora's support

How to Contact Stripe

Here's what you need to know about the tax forms you will receive from Spectora.

Will Spectora Send a 1099-K Tax Form?

Keywords: link, link payment, stripe link, stripe payment, link checkout

How to Use Stripe's Link Feature for Spectora Payments

Keywords: stripe authorization, delete stripe data, remove stripe authorization, remove info in stripe

Stripe Data Deletion Process

Stripe

Refunds, Fees Editing. Keywords: Ref, refu, refun, refunding, efund, partial refund, credit, reimburse

How to Process a Refund for Credit Card Payments

Keywords: partial refund, refund portion, refund half

How to Issue a Partial Refund for Credit Card Payments

Issuing a refund for bank transfers (ACH payments)

How to Issue a Refund for Bank Transfers

Keywords: refund, refund button, orange refund button, missing, refund button missing, can't see refund button

Missing Refund Button on Inspection

Learn how fees for refunds, disputes and failed ACH payments are processed

Fees for Refunds, Lost Disputes, and Failed ACH payments

Received notification of a payment dispute? Here's how to handle it.

How to Handle a Dispute

How can I issue a partial refund in Spectora and ensure the invoice remains balanced?

Refunds & Disputes

Keywords: add information to your invoices, add address to invoice

How to Add Information to Your Invoices

If you need a PDF for the invoice, it's easy to make using your browser's print feature!

How to Download & Print a PDF of the Invoice

How to Edit the Fees on a Scheduled Inspection

Invoices

Blog

Resources

Videos

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.