There are so many ways to get paid for your work. We’ve put together a helpful article outlining the step-by-step process so you can start collecting payments with confidence. (In order to receive payments through our Online Payments system, you must be set up with Buildertrend Payments. For more information on how to do that, click here.)

 

Here are all the features in which you can create Owner Invoices and send payment requests to your clients:

• Lead Proposals

• Invoices

• Estimates

• Bills/PO Payments

• Change Orders

• Selections

   

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When sending a Proposal to your prospective client, you have the ability to request a payment. Before releasing the Proposal, click the Add Payment Request button.

The Online Payment Options window will appear. You can choose the amount in which you'd like to request (flat amount or percentage). You can also choose when the payment needs to be fulfilled; upon the approval of the proposal, or after the approval of the proposal. And depending on your company settings, you can decide how you'd like to receive that payment, by credit card or ACH transfer.

You will then see a pending payment request on your Proposal.

Your client will clearly see the payment request upon approval of the Proposal.

 

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Once a Job has been created, the way in which to send requests and receive payments in Buildertrend is through Owner Invoices. The rest of the features you will see in this article require you to create an Invoice from those features. To receive payments via an Owner Invoice, make sure that the Job that Invoice is associated with is set up to receive Online Payments. To view or change this information, click on the Information icon next to the Job in the Jobs list.

Then, choose the Owner tab within the Job Details page.

Scroll down to the Inbound Payment Settings area and make sure you're allowing inbound payments on this job.

Once those settings are on, your customer will be able to pay their Invoices via our Online Payments feature. Once they receive an Invoice from you, they can log in to their Homeowner Portal, navigate to the Financial tab, choose Invoices, and click Pay Online next to the invoice they'd like to pay.

You can also add line items to an existing Owner Invoice. To do so, click Add From and select the feature that you'd like to add the line items from.

For more information on Owner Invoices, click here.

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When in the Estimates feature in Buildertrend, you can create an Invoice right off of the Estimate worksheet. You can create an Invoice with one line item from your Estimate by clicking the three dots next to the line item and choosing Create Invoice.

You can also pull multiple line items from an Estimate into a new Invoice. Select which line items you would like in the Invoice by clicking the checkbox next to the line item.

You can also check the box at the very top of the Estimate to select all of the line items within the Estimate.

Once the desired line items are selected, navigate to the Create dropdown and select Invoice.

You'll now be able to create this Invoice with the selected line items, release it to your customer, and collect your payment via our Online Payment method. For more information on Estimates, click here.

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Within your Bills/POs, you have the ability to Invoice your customers for the costs that you acquire. Under the Financial tab, navigate to Bills/POs.

Then, select the PO Payments tab.

All of your Bills and PO Payments will compile on this tab. You can use the checkboxes next to the individual Bills and PO Payments to choose which ones you would like to invoice to your customer. Then, select Create Owner Invoice.

You will then be able to release the Owner Invoice to your client which will allow them to pay for the invoice with our Online Payment system. For more information on Bills/POs, click here.

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Once a Change Order has been approved, You will see a New Owner Invoice button appear. Click this to create an Owner Invoice you can send to your customer.

After clicking the button, a pop-up window will appear where you can determine what percentage of the Change Order you'd like to invoice for. Once you have applied the desired percentage, click Create Invoice.

An Owner Invoice will now be created. You can then release the invoice to your customer and they will be able to pay you using our Online Payment system. For more information on Change Orders, click here.

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You can also create Owner Invoices from within the Selections feature in Buildertrend. Once a Choice has been selected, you have the ability to create an Owner Invoice for it from within the Choice Details Window. Click New Owner Invoice.

A pop-up window will appear. You can choose the percentage you would like to invoice for and click Create Invoice when ready.

An Owner Invoice will now be created. You can then release the invoice to your customer and they will be able to pay you using our Online Payment system. For more information on Selections, click here.