Collect Payments via ACH, Debit/Credit Card, Google Pay and Apple Pay

Collecting Payments

Get Paid Faster and With Less Hassle

Collect payments electronically from any Invoice sent through the Customer Portal.

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Collecting Payments Is Simple. Here's How It Works.

Convert Estimate to Invoice

Convert an approved Estimate or Proposal to a Customer Invoice with a single click.

Enable Credit Card Payment

Select if you want to allow your customer to pay via ACH or credit card (all major credit and debit cards accepted).

Send Invoice To Customer

The invoice is added to the Customer Portal and an email containing a link to the invoice is sent to your customer.

Customer Review and Payment

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.

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Safe and Secure

The payment tool and integration is tried and tested, offering you and your customers the highest level of security.
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Easy To Set Up

Initiate and set up a payment integration in 5 minutes directly from your JobTread integrations tool!
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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.
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Simplified Customer Experience

Customers follow a link in their email to access the outstanding invoice and simply enter payment details in the customer portal.
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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.
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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

Still Have Questions?

Call us at (972) 388-1001 or schedule a call for a time that is more convenient. We'd be happy to answer all of your questions.

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