Built around your business.
Choose a dashboard below. Explore a category, or search every tool in one place.
1. Choose a dashboard to explore its features
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.
Pay an eligible installment
How it works
- 01
Invoice
Review the document and complete any required approval.
- 02
Payment option
Use checkout when the company has enabled it for this installment.
- 03
Payment
Proceed through the supported payment flow.
Financials & payments
Shared documents and recorded receipts help company and client discuss the same financial position.
Explore this areaProject financial overview
Follow the financial picture.
Explore this toolEstimates, invoices & downloads
Keep the documents accessible.
Explore this toolPayment requests & installments
See amounts, due dates and history.
Explore this toolAllowances & credits
See the adjustments that matter.
Explore this toolFeature availability depends on your role and company settings. Planned features and workflows in development are labeled throughout this guide.
