Additional resources

FAQs

Who is this training for?
This training is for anyone who is looking to get started collecting Payments quickly and securely in the field. Because Encircle offers unlimited seats in every subscription, anyone on the team can request and collect a payment from a customer, at any time of day.
How long does it take to set up Encircle Payments?
Getting started with Payments starts with setting up a Stripe account. This is a simple step-by-step process. This process should be done by someone who has the authority to represent the organization and is a primary contact for the account. See the Stripe Account Setup Guide for more details.
How do I collect payments in person?
Use Tap to Pay on your phone – it’s the fastest and easiest way to request and collect a payment on-the-spot. Simply open the job, tap the top-right menu, and select Request Payment. Choose Tap to Pay, enter the amount and hold your phone out so the customer can tap their card or mobile wallet. You can find more information on collecting payments in our Help Center.
Can I connect Encircle Payments to QuickBooks?
You can connect your Stripe account to QuickBooks using a 3rd party tool from the QuickBooks App store. Here is a guide to Connecting Stripe to QuickBooks.
How do I get my IICRC CE certificate for completing this course?
When you complete your quiz you'll be asked if you require an IICRC CE certificate. If you selected the option to receive an IICRC CE certificate on the form and achieved more than 80% on the quiz, we’ll email you a PDF certificate shortly after completion. Certificates are sent quickly, but please allow up to 5 minutes for delivery.
You can submit your certificate to the IICRC in one of the following ways:
  • Email the PDF to renewals@iicrcnet.org OR
  • Upload it through your IICRC account at iicrc.org
    Under My Account Links, select Report CECs and follow the prompts to enter your CEC information.
How can I learn more or get help?
  • Join a live training session — offered four times a week, covering every Encircle workflow
  • Visit our Help Center — explore step-by-step articles, guides, and best practices
  • Connect with us — reach out to our Support Team or your Account Manager for personalized assistance

* Please check your email for quiz results and your completion badge.

Payments Get paid on-site

Collect payments on-site in seconds

This training is designed for restoration pros who want to get paid faster and keep jobs moving forward.

Setting up your Stripe account

Enabling Tap to Pay

Collecting payments in the field

Sending secure payment links

Tracking transactions and payouts

Handling refunds and disputes

What you’ll learn :

The IICRC does not endorse any educational provider, product, offering, or service. The Institute expressly disclaims responsibility, endorsement or warranty for third-party publications, products, certifications, or instruction. The approved status does not award IICRC Certification, only qualified continuing education hours.

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Understand how to view transaction status and your Stripe dashboard
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Suggestions for integrating Stripe with Quickbooks via 3rd party apps
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Quickbooks integration

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Payments Field

Payments Office

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Earn 1 IICRC CE Credits

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Score 80% or higher on the quiz to earn your IICRC CE credit.
Simply request your IICRC CE certificate in the quiz and receive it by email after completion.