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.
A payment should not become another record the office has to reconcile
For owners and office teams that need payment status beside project billing.
1
Customers receive an invoice and separate instructions for paying it.
2
Payment status is checked in another portal.
3
The office manually applies transactions back to invoices.
4
Project teams cannot see whether the billed amount was collected.
From invoice link to recorded payment
Customer chooses a method
The customer uses an available card or bank option on the secure payment flow.
Record the result
A successful transaction creates the connected payment record instead of waiting for re-entry.
Update the balance
The applied payment changes paid and due amounts on the invoice.
Questions shops ask us
What can customers pay with?+
Card or bank transfer, from the invoice link or from a payment link sent on its own.
Where does the money go?+
To the bank account you connect when payments are set up. Payouts follow the card processor's schedule.
Can we refund?+
Yes. A refund is issued from the payment and recorded on the invoice and the job.
Who pays the processing fee?+
You choose. A company setting passes the card or bank fee to the customer as a separate line; leave it off and you absorb it.
Do payments update the job?+
Yes. A successful payment creates the payment record and updates the invoice balance without anyone re-entering it.
Can we still record cheques and cash?+
Yes. The office, or an installer on the phone, records any payment method against the invoice.