Billing & Payments Settings
Configure payment terms, default tax rates, Stripe Connect integration, and Tap to Pay.
Billing & Payments Settings
The Billing & Payments settings page configures how invoices are generated, tax rates, payment processing, and in-person payment options.
Payment Terms
Set the default payment terms for generated invoices:
| Setting | Description |
|---|---|
| Payment terms | Number of days until invoice is due (e.g., 0 = due on receipt, 15, 30) |
The due date on each invoice is calculated as: invoice_date + payment_terms_days.
Tax Rates
| Setting | Description |
|---|---|
Default tax rate (default_tax_rate) | Percentage applied to all invoices (e.g., 8.25 for 8.25%). Individual service plans can override this with their own tax_rate. |
Tax calculation:
tax_cents = subtotal_cents × (tax_rate / 100)
total_cents = subtotal_cents + tax_centsMissed-Service Credit Threshold
| Setting | Description |
|---|---|
Credit threshold (missed_service_credit_threshold) | Completion rate below which automatic credits are issued. Set to 0 to disable. |
Example: A threshold of 0.75 means credits are issued when less than 75% of expected services were completed in a billing period.
See Missed-Service Credits for details.
Stripe Connect
NextRoute integrates with Stripe Connect for payment processing. Connecting Stripe enables:
- Online invoice payments — customers pay via a link in their invoice email
- Card-on-file — charge saved payment methods automatically
- ACH bank transfers — lower-fee payment option
- Automatic payouts — funds deposited to your bank account
Connecting Stripe
- Click Connect with Stripe in the Billing settings
- Complete the Stripe onboarding flow (business info, bank account, identity verification)
- Once connected,
stripe_connect_account_idis stored on your tenant
All payments flow through your Stripe Connect account. NextRoute does not hold your funds.
Stripe Customer Sync
When a customer is created in NextRoute with an email address, a corresponding Stripe customer is automatically created on your connected account. This enables:
- Payment method storage
- Subscription management
- Payment history tracking
Tap to Pay
| Setting | Description |
|---|---|
Tap to Pay enabled (tap_to_pay_enabled) | Enable in-person contactless payments via the driver's mobile device |
When enabled, drivers can accept payments in the field:
- Customer taps their card or phone on the driver's device
- Payment is processed through your Stripe Connect account
- Invoice is automatically marked as paid
Tap to Pay requires:
- A compatible iOS device (iPhone XS or later)
- Stripe Connect account connected
- The feature enabled in settings
Invoice Numbering
| Setting | Description |
|---|---|
Next invoice number (next_invoice_number) | The counter for sequential invoice numbers. Auto-increments with each invoice. Format: INV-XXXX. |
Next credit note number (next_credit_note_number) | The counter for credit note numbers. Format: CN-XXXX. |
These counters can be adjusted if you need to start from a specific number (e.g., when migrating from another system).
Related
- Invoices — invoice structure and lifecycle
- Auto-Billing — automatic invoice generation
- Missed-Service Credits — credit automation
- General Settings — business info on invoices