Partial payment at proposal acceptance
Features · Payments
Cash flow withoutchasing checks.
Card, debit, and ACH on the invoice, funded the next day. Customers pay from the email or the Customer Portal, and a card on file covers the next invoice without a phone call.
Riverside Medical PlazaWet system · riser 2Inspection 88-1042Apr 01
Invoice INV-2210Sent Mar 23
PaymentACH · Apr 01
$1,240Paid · nothing re-entered
Day 19 · inspection to paid
Illustrative record
Methods Card · Debit · ACHOn file Saved payment methodsUp front Proposal down paymentsSecurity PCI-compliant
Card, debit, or ACH, one click from the invoice.
One-click digital payments
Customers pay by credit card, debit card, or ACH with the click of a button. No waiting on checks in the mail or in a tech's cab.
Cards on file
Saved payment methods make paying multiple invoices at once quick and easy.
Back-office charging
Process payments over the phone, quickly and securely.
Pay Now
Take a non-invoice payment tied to the customer record when the situation calls for it.
Invoices
Status Paid
| Invoice # | Building | Issue Date | Status | Invoice Amount | Balance |
|---|---|---|---|---|---|
| INV-7702 | Frennick Health | Sep 15 | Paid · Card · Sep 30 | $1,860.00 | $0.00 |
| INV-7691 | Trevanick Distribution | Sep 10 | Paid · ACH · Oct 01 | $640.00 | $0.00 |
| INV-7688 | Hesslowick Court Apartments | Sep 08 | Paid · ACH · Sep 30 | $2,410.00 | $0.00 |
| INV-2210 | Riverside Medical Plaza | Mar 23 | Paid · ACH · Apr 01 | $1,240.00 | $0.00 |
Illustrative record
Committed before the truck rolls.
Proposal down payments secure partial payment up front, locking in commitment before work begins. The Customer Portal lets customers make a deposit or pay an invoice without calling in or mailing a check.
Also in this stage4 capabilities
Down payments
Customer Portal
Self-serve deposits and payments
PCI-compliant
Sensitive information protected
Real-time visibility
Paid, pending, and overdue on one dashboard
Card, debit, and ACH in the platform.
No app-hopping
A separate processor means a second login and payments keyed back into your system by hand. Here the payment posts to the invoice it paid.
Straight to the books
Payments can flow directly into your accounting software or ERP, reducing double entry, errors, and administrative overhead.
Where it connects
Payments close the inspection-to-collection loop the platform opens at the inspection. All integrations →
“The invoice payment option has assisted our office tremendously. We are seeing customers pay more quickly, which is helping to reduce our collections effort.”Amanda Smith · Genesis Fire
SettlementsWeek of Sep 28
| Card | INV-7702 · $1,860 | Sep 30 |
|---|---|---|
| ACH | INV-7688 · $2,410 | Sep 30 |
| ACH | INV-7691 · $640 | Oct 01 |
| Card | P-1204 · down payment | Oct 01 |
Illustrative record
Get paid inside
the platform.
Bring your slowest-paying account. We'll show you what card on file does to it.