Bill Pay brings your entire payment process into one connected workflow, making payments faster, more accurate, and easier to manage. With real-time visibility and collaboration, teams stay aligned while ensuring payments are secure, on time, and transparent–helping protect your budget and strengthen relationships with subcontractors and vendors. 

Set Up Bill Pay 

Navigate to Company Settings within your User Profile Icon. 

Select Online Payments within Financials.

If you're new to Buildertrend Payments, select Sign up and follow the on-screen steps to complete the setup. 

If you're already signed up for inbound payments and are adding Bill Pay for outbound payments, select the Subcontractor tab, then click Get started to complete the setup.

Complete the 5-minute signup process.

1. Tell us about your company 
   
2. Beneficial owners and financial controllers
3. Payments 
   1. You will be prompted to verify your bank account through Plaid. We recommend using Instant Linking when available. Please note that Chase and PNC accounts can only be linked manually. When the pop-up window opens, enter your phone number and click Continue. Search for your bank by typing in the search box, or if you see your bank below the search box, simply click the bank name to select it. Now, enter your Username and Password for your bank and hit Submit. Next, select the account you’d like to send money from and click Continue. After selecting your bank and account, you should see a confirmation screen – click Continue to land back on the Buildertrend Payments page.
   2. If you allow payees to receive check payments, you can manage your check details here, including your logo, signature, and default memo. You can also disable check payments for individual subcontractors or vendors within their profile for greater control, or disable checks globally in Payment Settings.  
4. Review and Submit 
   
   1. Agree to Buildertrend terms and conditions and select Submit again.  
   2. This will put your application into a Pending status. The review takes 2-4 business days.

Adding a Bank Account with Manual Verification

Navigate to the Online Payments tab and delete your existing bank setup. Next, click Add Bank Account.

Select Manual to link your bank account.

After clicking Continue, you will be led through a series of steps to add your account manually, including your bank’s routing number, bank account number, account type, and name on account.

Confirm the account using Micro Deposits. Two micro deposits will be added to your newly setup account in 1-2 business days. Once these have been deposited, you can verify your newly added account from the email (left) or go to Online Payments and select ‘Verify Account’.

Enter the two deposit amounts that appear in your bank account to finalize account setup.

Subcontractor and Vendor Bill Pay Setup 

This section walks you through setting up subcontractor and vendor payment information. *Subcontractors and vendors do not need to be active in Buildertrend for this functionality. 

Navigate to the Sub/Vendors profile. 

Select the sub or vendor you want to update.

Select the Payments tab. 

Once on the Payments tab, enter the payment contact information:

• Email: Used for payment notifications
• Phone Number: Used for SMS verification when a payment is sent

  ✏️Note: The phone number will default to the mobile number on file, if available. Once saved, the preferred payment phone number cannot be updated by the subcontractor or vendor. This fraud-prevention measure ensures a closed loop between the builder and the payee. Only the builder can modify this phone number.

Then select Send Request. 

You can also send a bulk request for subs or vendors to complete their bank setup, as shown below.

 How to Send Payments with Bill Pay 

Navigate to a Bill marked Ready for Payment, then select Pay and choose Pay Online.

You can also pay bills in bulk by selecting the bills you want to pay, then choosing More Actions > Pay Online.

Next, you will be prompted to verify your identity by entering a one-time code for security purposes.

Review the recipient’s information, including the email address, and edit it if needed.

Select Next to proceed with sending the payment.

Once the email is received by the payee, ACH is available as the primary payment option. If the builder has enabled check payments, the payee may also choose to receive payment by check.

ACH (always available)

• Bank account linked: The subcontractor or vendor receives an email confirming ACH processing. No additional action is required. 
• No bank account linked: The email prompts the recipient to select Get Paid to set up ACH or choose a check payment option, if checks are enabled by the builder.

Print or Mail Check (can be enabled or disabled at the individual or global level)

• If your subcontractor or vendor chooses to receive payment by check and checks are enabled, a payment preview is shown before you select Send Payment. The recipient must review and accept the payment within the Payment Expiration timeline set under Company Settings > Online Payments.

Online Payment Report

To track payments and view transaction status, navigate to Online Payment Report within the Financial tab.