Get paid online

Clients pay invoices and deposits in your client portal, into your own payment account.

1. Open Settings, Payment Gateways.

   The owner or an admin does this once for the company.

2. Connect your account.

   Choose Stripe and follow its own sign-up, or use a provider you already have, such as Helcim.

3. Send an invoice.

   The client opens it in the portal and pays by card; a deposit can be asked with an estimate or a change order.

Bank transfers

ACH bank transfer works through Helcim. Payments come in on the invoice they pay.

Keep reading

• Estimates and invoicesSend estimates the client accepts online with a signature, ask for a deposit, invoice from the job and get paid by card in the client portal.
• QuickBooks OnlineThe QuickBooks Online sync is built and tested against Intuit's sandbox; it opens once Intuit approves our production app. What will sync, and what to do until then.
• Client portalYour clients get a portal at your company's own address: approve estimates and change orders, sign contracts, pay invoices, send messages and share files, with each section on or off.

Questions? Write to hello@groundflag.com