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Advice and answers from the Buildertrend Team

Search results for:payment processing
Advanced QuickBooks Desktop Integration Overview
Choose an expense account to post the payment processing fees via the Expense Account for Online Transaction… payment processing fee… Online Payments
Buildertrend Payments | Receiving Client Payments
Discover how to offer your clients a simple, convenient way to pay their invoices through Buildertrend Payments… Once the payment is submitted for processing, your client will receive a notification confirming payment… Once the payment is submitted for processing, your client will receive a notification confirming payment
Buildertrend Payments FAQs
Explore our Buildertrend Payments FAQ for expert insights and answers to common questions… Online Payment Processing – The subcontractor has selected a payment method, and the payment is in process… If payment is made outside of business hours, payment will begin processing the next business day
Paying Invoices with Buildertrend Payments
Simplify your invoicing with Buildertrend Payments… Once your payment is submitted, you will an email notifying you that your payment has successfully been… Save Your Preferred Payment Methods
Invoice Overview
Effortlessly manage and track your payments with Invoices, keeping your billing process smooth and organized… Record the Date Paid, Payment Amount, Payment Method and indicate who received the payment on behalf… memo, etc.), Buildertrend Payment Processing, or payments completed on Quickbooks
Advanced QuickBooks Online Integration Overview
Choose an expense account to post the payment processing fees via the Expense Account for Online Transaction… payment processing fee will be available to combine into a deposit… Online Payments
Advanced Purchase Orders & Bills Overview
Record Offline Payment is an available option to builders who wish to complete the payment outside of… Mark Ready for Payment will send off a notification to the proper user to proceed with payment… Subcontractor Requested Payments
Warranty Overview
Efficient claims processing and resolution ensure satisfied clients with the Warranty feature… for clients and subcontractors to collaborate on warranty claims through a transparent, centralized process… Active Clients can submit claims directly through their portal, simplifying the service request process
Cashback & Discounts Overview
Cashback Processing and Payout… Payments… Selecting a specific payment will open a detail panel showing a breakdown of rebates received for each
Advanced Invoice Overview
Enhance your utilization of Buildertrend's Invoices with Deposits and Credit Memos to keep your billing process smooth and organized… Throughout the invoice process, you can apply the deposit payment to invoices as a payment to the invoice… Select Credit Memo from the Payment Method options, choose the credit memo, then select Record Payment