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Card reader and Review replies: every field and button
Field-by-field guide to two Hub screens: Card reader (setup, payment request, record a payment) and Review replies (add, draft, approve, copy).
On this page
This article covers two Contractor Hub screens that were not described elsewhere.
Card reader
Where to find it: Contractor Hub → Finance & Reports → Card reader (plan setting payments.card_reader; which plan is a placeholder, not approved). The owner changes settings; other users see “Only the owner can change these settings.”
A web page cannot read a card. Tap to Pay and card readers need the VisionScaper phone app (built with Stripe’s Terminal software). This screen sets up the reader, makes the payment request the phone app collects, shows what Stripe confirmed, and lets you record a card payment taken some other way. It never marks an invoice paid by itself; only Stripe’s confirmation or your own entry does.
Before you start
- Card payments through Stripe must already be set up under Finance & Reports → payments setup, and your payouts must be ready. If not, Setup shows what is missing and a Go to payments setup button. See get-stripe-keys and follow Stripe’s current instructions.
- You need a sent invoice with a balance to collect or record against.
Setup
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Card reader is on (enabled) |
Turns the feature on for your company. | Tick it. | Off. Owner only. |
| Place name (placeholder “Shop or office”) | Names the place where you take payments. | “Shop”. Up to 100 characters. | Empty. |
| Street | Address line for that place. Stripe needs it to register the reader and uses it only for that. | Street address. | Empty. |
| Town | City. | Town name. | Empty. |
| State (choose list) | US state or PR. | Pick two letters. | “State”. |
| ZIP code | Postal code. | Up to 10 digits. | Empty. |
| Save the place / Change the place (button) | Saves the place. | Click. | Shows “Saved.” |
When the line reads “Ready. The phone app can now take card payments.” you are set.
Ask for a card payment
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Invoice | The invoice to collect on. The list shows number, customer and balance left. | Pick one. | “Choose an invoice…”. |
| Amount ($) | Part of the balance, if not all. Minimum 0.50. | 250.00. |
Empty means the whole balance. |
| Make the payment request (button) | Creates a waiting payment request. You then open the phone app, choose this payment and tap or insert the card there. The page shows Paid once Stripe confirms. | Click once. | Off until the setup is ready. |
Record a card payment you already took
Use this for a card charged on another reader or machine. It is saved as “recorded by you, not checked with Stripe”. Never type a whole card number.
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Invoice | Which invoice the payment belongs to. | Pick one. | Choosing one fills the amount with its balance. |
| Amount charged ($) | The amount you charged. | 250.00. |
Balance of the invoice. |
| Last 4 digits of the card (optional) | Helps you match the charge later. | 1234. |
Empty. |
| Approval code (optional) | The machine’s approval code. | Up to 20 characters. | Empty. |
| Date taken | The day it was charged. | Pick a date. | Empty means today. |
| Note (optional) | A short note. | Up to 150 characters. | Empty. |
| Record this payment (button) | Saves it and says whether the invoice is now paid in full or how much is still owed. | Click once. |
Card payments list
Requests show a status. Cancel appears on a request still waiting. A request in review says “Check this in your Stripe account.” Recorded payments appear under “On your invoices”, and voided ones are marked Voided.
Review replies
Where to find it: Contractor Hub → Marketing & Growth → Review replies (plan setting reviews.ai_replies; plan is a placeholder, not approved). VisionScaper never posts a reply for you: there is no connection to Google, Facebook or Yelp for that. You approve the words, copy them and paste them on the review site yourself.
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Reviews / Archived (chips) | Switches the list between active and archived reviews. | Click. | Reviews. |
| Add a review / Close (button) | Opens or closes the add form. | Click. | The form shows by itself when the list is empty. |
| Bring them in (button) | Brings in private feedback messages from your review requests so you can write a reply. Shown only when some exist. | Click. | |
| Where was it left? | The review site. Options: Google, Facebook, Yelp, Other site. | Pick one. | Google. |
| Stars | The star rating. Options: Choose…, 5 stars down to 1 star. | Pick one. | Choose…. |
| Reviewer’s first name | Used in the reply. Only the first name is used. Emails, phone numbers and links are removed before the AI sees the review. | “Pat”. Up to 40 characters. | Empty. |
| The review | The review’s text. | Paste it. Up to 2,000 characters. | Empty. |
| Add review (button) | Saves the review. | Click. | |
| Your reply | The reply text. You can edit it any way you like. | Up to 1,500 characters. | The AI draft once written. |
| Write a reply / Write another version (button) | Asks the AI for a draft. | Click once. | Off if the AI key is missing. Credit use is shown at the top (placeholder, not approved). |
| Save my edits (button) | Saves your changes. | Click. | |
| Approve these words (button) | Marks the reply approved. | Click when it reads right. | Off if the box is empty. |
| Copy reply (button) | Copies the approved reply. Then paste it on the review site. | Click. | Off until approved. |
| Open |
Opens the review site’s reply page. | Click. | Shown when the site address is known. |
| Archive / Bring back | Moves a review out of or back into your list. | Click. |
Steps
- Card reader: tick Card reader is on, save the place, then ask for a payment or record one.
- Review replies: click Add a review, fill in the four boxes, click Add review.
- Click Write a reply, edit the text, click Approve these words, then Copy reply and paste it on the review site.
Tips
- Re-read every AI reply. It is a starting point.
- Record a card payment only after the card was really charged.
If something goes wrong
- Make the payment request is off: the setup is not ready; read the line “Not ready yet:”.
- Write a reply is off: the AI key is not switched on for this site.
- A request shows “Check this in your Stripe account.”: open Stripe and look at that payment.