Collecting Payments
Get Paid Faster and With Less Hassle
Collect payments electronically from any Invoice sent through the Customer Portal.
Request a DemoCollecting Payments Is Simple. Here's How It Works.
Convert an approved Estimate or Proposal to a Customer Invoice with a single click.
Select if you want to allow your customer to pay via ACH or credit card (all major credit and debit cards accepted).
The invoice is added to the Customer Portal and an email containing a link to the invoice is sent to your customer.
Your customer may review, make comments and pay the invoice directly through their Customer Portal.
Collect Payments Electronically In JobTread
Avoid chasing down past-due invoices! Give your customers a quick and easy-to-use payment solution while securing your payments on time. Keep an electronic "paper-trail" of all payments, so you and your customers are on the same page, knowing exactly which invoices have been paid and which are outstanding.
Safe and Secure
The payment tool and integration is tried and tested, offering you and your customers the highest level of security.
Easy To Set Up
Initiate and set up a payment integration in 5 minutes directly from your JobTread integrations tool!
Payments Automatically Sync With Your Budget
Payments are updated in real-time and shown on the payment provider's dashboard as well as your JobTread budget.
Simplified Customer Experience
Customers follow a link in their email to access the outstanding invoice and simply enter payment details in the customer portal.
Collect ACH or Credit Card Payments
Customers can pay using ACH bank transfer or any major debit/credit cards, as well as Apple Pay and Google Pay.
Collect Payments In-Person or Over the Phone
Get paid instantly by collecting payments when most convenient for you.Estimating is much quicker with JobTread. I can now deliver estimates to customers more quickly. It cuts the time I spend building estimates in half.- Mark Redman, Lightpoint Designs
Frequently Asked Questions
The Stripe integration is included in your JobTread subscription and does not cost you or your company any fees up front. The use of Stripe payment is a pay-as-you-go model, which costs 2.95% + 30 cents per successful credit or debit card charge. ACH Transfer costs $1 plus 1% ($15 max) per transaction.
ExamplesAn invoice for $2,000 will incur the following transaction fees:Credit and Debit Card Payment: $59.30
ACH Transfer: $15
An invoice for $300 will incur the following transaction fees:Credit and Debit Card Payment: $9.15
ACH Transfer: $4
The EVO integration is included in your JobTread subscription and does not cost you or your company any fees up front. The use of EVO payment is a pay-as-you-go model, which costs 2.79% + 30 cents per successful credit or debit card charge. ACH Transfer costs $15 flat per transaction.
If you are processing more than $500,000 in payments annually, processing rate discounts may be available. Contact us for more information.
ExamplesAn invoice for $2,000 will incur the following transaction fees:Credit and Debit Card Payment: $56.10
ACH Transfer: $15
An invoice for $300 will incur the following transaction fees:Credit and Debit Card Payment: $8.67
ACH Transfer: $15
Still Have Questions?
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