Payment methods control what shows up on your estimate portal and invoice pages. Add every way you accept money — cash, card, check, ACH, financing — so customers can pick what works for them and so your commissions track correctly.
1. Open Payment Methods
You'll find it under Settings → Payment Methods. This is the master list of every way customers can pay you.
2. Click Add Payment Method
Use this to create a new option that will appear on every estimate and invoice. You can add as many as you need — cash, check, card, ACH, Zelle, financing, etc.
3. Name your payment method
Use a name your customer will recognize. Avoid internal codes. The name shows on the estimate portal and invoice receipts.
4. Set the Default Collected By
The Default Collected By dropdown has two options: Subcontractor (the sub collects in the field) or Company (the office handles it). This drives your commission and payout reports — but can be overridden per lead later.
6. Save the payment method
Click Save and the method is immediately available across every estimate and invoice in your account.
