Getting paid with Bolster
5 guides
Why use Bolster Payments?Bolster Payments is a fully integrated feature designed to help contractors in the construction industry automate and streamline their payment processes.
Video→How to activate Bolster PaymentsComplete the KYB & KYC process to get paid on Bolster!
Video · 13:14→FAQs: What problems does Bolster Payments Solve?We know payments can be one of the biggest pain points for contractors. Here’s how Bolster solves the most common challenges around cash flow, client trust, and admin headaches.
→Financial features overviewBolster’s financial tools help you collect payments, manage cash flow, and keep your books clean. You’ll onboard once through verification, then use dashboards to track balances, payments, payouts, and invoices.
→How projects, subcontractors and progress billing works togetherThis article covers everything from setting up modules and assigning vendors to tracking project progress and enabling clients to approve and pay for items.
Video · 20:14→Progress payments
5 guides
How to Collect a Deposit Using Progress PaymentsBolster doesn't have a dedicated "deposit" button — instead, deposits are handled naturally through your payment term type. Every payment term type supports collecting upfront money; the method is just slightly different for each.
→Percentage Based Payments (segmented)Learn how Percentage Based Payments work in Bolster, from setting payment terms to sending progress-based payment requests and tracking approvals through the Client Portal.
→Phase Based PaymentsBolster gives you several ways to manage how you get paid during a project. These options make sure you’re not waiting until the very end of a job to receive money, while also giving your clients clarity and flexibility.
→Stage Based PaymentsLearn how Stage Based Payments in Bolster work, from setting up payment terms to sending milestone-based payment requests and tracking client approvals throughout a project.
→Rolling Basis PaymentsBolster gives you several ways to manage how you get paid during a project. These options make sure you’re not waiting until the very end of a job to receive money, while also giving your clients clarity and flexibility.
→Invoices
2 guides
Creating and Sending Traditional InvoicesCreate an invoice from an approved estimate for a dollar amount, a percentage of the project, or specific items.
Video · 2:15→How to Send an Invoice on a Estimate That Hasn’t Been Sent YetManually book the estimate by changing its job status, then create and send an invoice from Payments without sending the estimate first.
Video · 1:46→Business account
1 guide
