Card and bank payments
Accept payments online, in person, by invoice, payment link, Tap to Pay, or bank transfer.
SolutionsPayments
Send an invoice or payment link while the job is fresh. For larger purchases, offer monthly payments to eligible customers through our financing partners.
Partner software keeps payments with the customer record. Track appointments and invoices there, and set reminders to follow up for you.
Use the method that suits the sale. Our partners offer:
Accept payments online, in person, by invoice, payment link, Tap to Pay, or bank transfer.
Offer eligible customers monthly payments on larger purchases, and get paid for the sale up front.
Send invoices, collect deposits, schedule payments, and let customers pay from wherever they are.
See how each customer paid in their account history.
Open the customer record to see the estimate, messages, and payment status. Partner tools let your team:
See which leads need a quote or a follow-up, and which customers have booked.
Book appointments and turn estimates into invoices. Check whether the customer has paid.
Send appointment reminders and follow up on open estimates or overdue invoices. Schedule messages to past customers, too.
Read past texts and emails before replying. Send a review request after the job.
Check which subscriptions this system could replace before adding another software bill.
Your fees depend on the provider and payment method. We help you check whether a service lets you:
Tell us how you send invoices and chase payment today. We’ll help you compare collection tools and financing options, including their fees.
Tell us which customer tools you want to keep so we can check compatibility.
Payments
Find out whether another processor could charge you less. Put your current fees next to another offer.
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Approve the invoice. Our AP partners send the payment, answer supplier questions, and reconcile the transaction.
Learn moreCash flow
Check whether projected income covers upcoming bills. See balances, cash runway, and credit usage together.
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