SalesThumb connects payments so each shop has its own payout account and gets paid directly. We never hold your funds.
Setup
- In SalesThumb, go to Settings → Payments.
- In the "Accept payments" card, click Connect payments. (If you started an application before and haven't finished it, this button reads Resume onboarding instead, and the card shows "Application in review" along with its status.)
- The onboarding form loads right there, inline, in the same card — there's no redirect to a separate site, and no "sign in to an existing payout account" step. If you're resuming an unfinished application, it continues that same application rather than starting a new one.
- Fill in your business and owner information directly in the embedded form, then submit. The form links to SalesThumb's Payment Processing Agreement (the fee schedule and processing terms); you can re-read or accept it any time in the Payment Processing Agreement card on Settings → Payments.
- That information goes straight to Rainforest, SalesThumb's payments processor — it never touches SalesThumb's own servers.
- After you submit, the card shows your application is in review while it's underwritten. Approval isn't instant — check back on Settings → Payments any time; if you left something unfinished, that's exactly what "Resume onboarding" picks back up.
- Once approved, the card shows "✓ Payments connected — you're ready to accept charges," and Credit / Debit Card flips to Enabled under Accepted Payment Methods.
What unlocks once connected
- Public booking page can capture deposits at booking time.
- Quotes can include a "Pay deposit" checkout link.
- Invoices can include a "Pay now" link (card).
- Pay from their phone — the customer-facing pay link works from the customer's own phone, no card reader required.
- Refunds + partial refunds initiated from SalesThumb.
Tips for new payout accounts
- Bank account must be verified before you can withdraw.
- Deposit timing follows SalesThumb's standard payments schedule — SalesThumb doesn't add its own hold or delay on top, and there's no self-serve daily/weekly toggle inside SalesThumb today.
- Processing fees — your all-in rate (interchange, assessments, processor markup, and SalesThumb's cut bundled into one number) is shown in full before you connect. It comes out before you're paid.
- Card is the online option today — ACH/bank transfer shows as Off under Accepted Payment Methods on Settings → Payments — it isn't a live online checkout method yet. Cash, check, and ACH payments a customer pays you directly are all recorded manually.
- Changing your payout bank account later — click Update bank account in the Payout Bank Account card on Settings → Payments to send a change request; SalesThumb's Operations team makes the change in the processor's portal and the request closes when it's done.
Why each shop owns its account
We connect payments this way because:
- Your money goes directly to your account — not through SalesThumb.
- You retain full dashboard access for refunds, disputes, payouts.
- If you ever leave SalesThumb, your payout account stays with you intact.
If you have multiple shops under one parent payout account, each shop still gets its own connection inside SalesThumb. They share the parent account and its deposit schedule.
Questions? Email info@roffik.com.
Related
Frequently asked questions
Q: How do I connect payments to my shop?
A: Go to Settings → Payments and click Connect payments in the "Accept payments" card (it reads Resume onboarding if you have an unfinished application).
Fill out the embedded onboarding form and submit — there's no redirect to a separate site and no signing in to an existing payout account.
Q: What happens after I submit the application?
A: Your information goes straight to Rainforest, SalesThumb's payments processor, and the card shows your application is in review while it's underwritten. Once approved, the card shows "Payments connected — you're ready to accept charges."
Q: What unlocks once payments are connected?
A: The public booking page can capture deposits, quotes can include a "Pay deposit" link, invoices can include a "Pay now" link, customers can pay from their own phone with no card reader needed, and you can initiate refunds and partial refunds from SalesThumb.
Q: Does SalesThumb ever hold my money?
A: No. Each shop connects its own payout account and gets paid directly — SalesThumb never holds your funds.
Q: Can customers pay online by ACH, or only by card?
A: Card is the online option today. ACH/bank transfer shows as Off under Accepted Payment Methods on Settings → Payments — it isn't a live online checkout method yet. Cash, check, and ACH payments a customer pays you directly are all recorded manually.
Q: Can I change my payout bank account later?
A: Yes — on Settings → Payments, click Update bank account in the Payout Bank Account card to send a change request (you can attach a voided check or bank letter). SalesThumb's Operations team makes the change in the processor's portal; you never type account numbers into SalesThumb.