Brite Pay, answered

How Brite Pay Works

Brite Pay is built into the tools you already use, so there is no separate system to learn. You can work from the Brite Pay dashboard at dashboard.britepay.io, from inside the Brite platform, or from your phone or counter when the sale happens in person. Here's how the end-to-end flow works:

1. 1

   Account Setup

   Dealers start by setting up their Stripe-connected account through Brite Pay. The onboarding process is entirely web-based, and Stripe usually activates accounts in less than 24 hours. Once your account is active, you can manage your account details at any time by clicking “Account Management” in the top-right corner of the Brite Pay page, and you can sign in to the Brite Pay dashboard at dashboard.britepay.io using the same email one-time code you use for the Brite Pay iPhone and terminal apps.

2. 2

   Creating a Payment Link

   You can create a payment link three ways: from the Payment Links page of the Brite Pay dashboard; from within Brite, either directly from the Brite Pay page or from the Projects board by moving a project to the Proposal stage and Payment sub-stage and clicking the “Collect” call to action; or by emailing Brite AI at paymentlinks@britepay.io, which can generate a whole set of links at once. Links are reusable, and each one can carry an optional Opportunity # and Invoice # so the payment ties back to your sales order and your Hunter Douglas invoice.

3. 3

   Customer Payment Experience

   The customer opens a secure Brite Pay checkout page that carries your business name and branding, and picks from the payment methods you enabled on that link. Stripe securely collects and encrypts their payment information, processes the transaction (applying security checks and calculating fees), and adds the payment amount, minus transaction costs, to your Stripe balance. Based on your payout schedule, Stripe then transfers the funds to your connected bank account. Customers receive a payment confirmation email upon successful payment.

4. 4

   Tracking It in the Brite Pay Dashboard

   At dashboard.britepay.io you can monitor and manage everything:

   • Payment Links: every link you have created, whether it has been paid, and a Disable action to shut one off
   • Transactions: every payment with its fee, net deposited, surcharge, opportunity number, and invoice number, searchable and filterable by status, payment method, and date
   • Proposals: the payment links you have sent to customers by email or text, with delivery status
   • In Person Payments: how to get set up on the iPhone and iPad app
   • Settings: your QuickBooks Online connection and, for account owners, your users
5. 5

   Tracking It in Brite Dealer Admin

   Inside Brite, the Brite Pay page gives you five tabs:

   • Payment Links: displays all payment links that have been created
   • Payments: shows all payments received
   • Payouts: lists all payouts to your bank account
   • Disputes: shows any active or resolved payment disputes
   • Balance: displays your current available Stripe balance

Common questions