STEP 01
Send the invoice
Share the customer-facing invoice page from the job.
Let customers pay the invoice from the same link they reviewed
Let the customer pay from the invoice link and return the payment to the job.
Why it matters
A payment should not become another record the office has to reconcile
For owners and office teams that need payment status beside project billing.
01
Customers receive an invoice and separate instructions for paying it.
02
Payment status is checked in another portal.
03
The office manually applies transactions back to invoices.
04
Project teams cannot see whether the billed amount was collected.
How it works
From invoice link to recorded payment
STEP 02
Customer chooses a method
The customer uses an available card or bank option on the secure payment flow.
STEP 03
Record the result
A successful transaction creates the connected payment record instead of waiting for re-entry.
STEP 04
Update the balance
The applied payment changes paid and due amounts on the invoice.
Questions buyers ask
Straight answers, before the demo.
Can customers pay online?+
Yes. After payment setup, customers can use the payment options available on their shared invoice page.
Does the payment return to the job?+
Yes. Successful payment information is recorded against the relevant invoice and job.
Can we still record checks or cash?+
Yes. The office or an authorized mobile user can record other received payment methods manually.
See it in action