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Company Pilot
MEET YOUR CONNECTED TOOLKIT

Built around your business.

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Eligible online payments

Pay supported installments through Stripe.

When the company has enabled Stripe for an eligible estimate or invoice installment, clients can proceed to checkout after any required approval. Change Order charges are collected through supported invoicing, not direct Change Order checkout.

Company Pilot · Feature preview
Explore the workflowAM
ILLUSTRATIVE WORKSPACE

Pay an eligible installment

Source recordInvoiceEligible installment
DetailRecorded information
InvoiceApproved
Payment optionStripe enabled
PaymentContinue online
Illustrative workspace · sample data

How it works

  1. 01

    Invoice

    Review the document and complete any required approval.

  2. 02

    Payment option

    Use checkout when the company has enabled it for this installment.

  3. 03

    Payment

    Proceed through the supported payment flow.

HOW IT CONNECTS

Financials & payments

Shared documents and recorded receipts help company and client discuss the same financial position.

Explore this area
See how it fits your business.Explore Company Pilot during the free beta.

Feature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.