How your clients receive payment requests

Once the proposal has been accepted and the job has been booked, you will begin the project.

• As you complete items, tasks, or project milestones, payment requests will automatically be sent to the client according to the agreed payment terms.
• The client will receive the payment request, review the completed work, approve it & pay.

• The client will then choose their preferred payment method (ACH/EFT or credit/debit card).
• Once their payment method has been set up, they won’t need to repeat this step.

For future payment requests, the client will only need to review the request, approve it, and complete the payment — making the process quick and seamless throughout the project