1.) Send Invoices
Quote and invoice on the go. Send your invoice electronically before you leave the job site.
– Click New invoice
– Add your line items
– Select a client
– Click Done to send
2.a) On the spot payments
There is no better time to get paid than right on the spot after job completion.
Your client can either receive your invoice via email, where they have the option to select to pay by credit card directly from the invoice or alternatively they can pay from within Paytradie on your mobile device.
2.b) PAY PAY PAY Reminders
Client can’t pay on the spot? No worries! Until the invoice is paid, they will receive automatic email reminders; the first, one day before the invoice is due, followed by an overdue email each week for the following three weeks.
Each reminder has your banking details and an embedded Pay by credit card button.
3. Books are auto updated
The beauty of receiving payment via credit card is that the invoice is automatically marked as paid within Paytradie. Your client will immediately receive their payment receipt and you will receive an ‘Invoice Paid’ notification.
Payment received via bank transfer/cheque/cash? Simply mark the invoice as paid in Paytradie to trigger the receipt.
4.) Tradie Gets Paid
Proceeds from your sales, less the credit card processing fees, are held for five working days before being automatically deposited into your bank account.
The settlement delay protects you and your customer in cases where funds need to be reclaimed, and avoids the requirement for a security deposit.