From quote acceptance to the remaining balance, keep the documents and payment record with the customer.
Collect a deposit at signing
Connect your own Stripe account so the homeowner can pay through the quote’s signing flow.
Send an invoice with a pay link
Create the invoice, include the work and any extras, and give the customer a private link to pay.
Request a payment in stages
Request a dollar amount or a share of the balance on an open invoice. Name the request, then copy or email its payment link.
See payments and what remains
Keep receipts, payment requests and the invoice balance in the customer record. Job-linked closeout and field sign-off are part of Ultimate.
Online payment requires your Stripe setup and an internet connection. Processing and platform fees apply; see pricing.
Compare the plans for this workflow ↗