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Payments and Point of Sale

Connect the payment to the customer and the work it pays for.

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Provider options and connection limits

Providers to assess for payments and point of sale

StripeConnect your own account

SquareLimited release

CloverNeeds assessment

PayPalNeeds assessment

Check the actual connection before changing your process.

On Pro, the QuickBooks Online connection imports customers and invoices from your own company and does not write back. It still needs checking with your company. Other provider names and the information flows below describe requirements to assess, not ready-to-use connections. Confirm the provider, plan, permissions, direction and any setup cost before work begins.

What these systems normally control

Requirements for assessment; confirm supported actions before relying on this workflow.

Card processing, ACH, terminals, refunds, chargebacks, tipping, tender types, and — for POS — sales, product catalogs, and register-close reporting.

Why the specialized system usually stays

Requirements for assessment; confirm supported actions before relying on this workflow.

Payment processing is regulated and priced by the processor. POS systems handle terminals, receipts, tender types, and end-of-day close in ways The Forge is not designed to. The Forge sits above the processor to connect payments back to the customer, invoice, or job they belong to.

Information to review for import

Requirements for assessment; confirm supported actions before relying on this workflow.

Payments, refunds, and chargebacks
Payment methods on file (tokenized only)
Sales transactions from POS with line items
Register or shift close summaries
Product and service catalogs where relevant

Information to review for export

Requirements for assessment; confirm supported actions before relying on this workflow.

Requests to charge a saved payment method against an invoice
Refund requests for approved invoices
Customer and invoice metadata attached to the payment intent
Payment-related communication to the customer

Events to consider during setup

Requirements for assessment; confirm supported actions before relying on this workflow.

Payment succeeded
Payment failed or was refunded
POS sale closed
Chargeback received
Saved payment method expired

Manual work the proposed connection may reduce

Requirements for assessment; confirm supported actions before relying on this workflow.

Matching Stripe deposits to customer accounts by hand
Applying POS sales to the right customer record after the fact
Reconciling refunds against the sale or job they belong to
Copying receipts between systems for follow-up

Whose work improves

Requirements for assessment; confirm supported actions before relying on this workflow.

Owner / executive
Finance and accounting
Operations manager
Office administrator

Reports that become possible

Requirements for assessment; confirm supported actions before relying on this workflow.

Revenue by acquisition source, job, or campaign
Failed-payment rate by customer segment
Average time from work completion to payment
Chargeback rate by service type

Access and permission notes

Requirements for assessment; confirm supported actions before relying on this workflow.

Card data is never stored on The Forge — only processor-issued tokens.
Processor OAuth or scoped API tokens are used.
Refund actions can be gated on human approval for accounts that require it.

Common category-wide limitations

Requirements for assessment; confirm supported actions before relying on this workflow.

POS providers vary widely in API depth; some require managed exports.
Historical payments may not be importable beyond a provider-set window.
Real-time reconciliation depends on the processor's webhook reliability.

What might be replaced after review

Requirements for assessment; confirm supported actions before relying on this workflow.

The Forge does not replace the processor or the POS. It removes the reconciliation work that lives between them and your connected business record.

Other categories

Accounting and Bookkeeping Payroll and Workforce Customer Relationship Management Email, SMS, Voice, and Communications Calendars and Scheduling Marketing and Advertising Forms and Lead Capture Documents and Electronic Signatures All categories