What is Buildertrend Payments?
Buildertrend Payments is a convenient option your builder may offer to simplify how you pay invoices. With this feature, you can securely pay directly from the emailed invoice or through your client portal.
No checks, no hassle.
Save Your Preferred Payment Methods
If you have access to the Client Portal, you can securely add your preferred payment methods, such as a credit card or bank account ahead of time. This allows you to pay invoices more quickly by avoiding the need to enter your payment information each time.
Begin by navigating to Settings from the User Icon menu.
Scroll to the Payments section and choose Add credit card or Add bank account from the Add payment method dropdown menu.
Enter your credit card and/or bank account details. When finished, click Add.
💡Pro Tip
When adding a credit card or bank account, you can select Set as preferred payment method. This option will automatically apply that payment method when making future payments.
If you have multiple payment methods saved, such as two credit cards and a bank account, your preferred method will appear first in the list.
Paying Your Invoice with Buildertrend Payments
Once your builder sends you an invoice, you can quickly and securely pay it using Buildertrend Payments. You have the option to pay directly from the invoice email without needing to log in.
If you have access to the Client Portal, you can also log in to view and pay your invoices from there, giving you a convenient way to manage and track your payments in one place.
Payments from the invoice email
From the Payment request email received when the invoice was sent, click View and pay.
Next, select your preferred payment method from the saved options. If no payment methods are saved, enter your credit card or bank account details. Once everything is set, click Pay to complete your payment.
Once your payment is submitted, you will an email notifying you that your payment has successfully been submitted for processing.
Payments from the Client Portal
In your Client Portal, invoices that need payment are displayed front and center. Simply click Pay from the Next payment banner to begin.
You can also click Pending invoices under your action items to open the invoice dashboard, where you can select Pay next to any unpaid invoice.
Next, select your preferred payment method from the saved options. If no payment methods are saved, enter your credit card or bank account details. Once everything is set, click Pay to complete your payment.
Once your payment is submitted, you will an email notifying you that your payment has successfully been submitted for processing.
Payments from the Mobile App
If you have access to the Client Portal, you can log into your client portal from the Buildertrend Mobile App.
From the main dashboard:
Navigate to Unpaid Invoices from the Action Items.
Select the unpaid invoice you wish to make payment on.
Tap the
icon to make your payment.
Next, choose your preferred payment method from the saved options. If none are saved, enter your credit card or bank account details.
You can also use Google Pay or Apple Pay if they are available on your device. When you're ready, click Pay to complete your payment.
Need additional help? 📞
Contact our support team via Live Chat, phone: 1-888-415-7149, or email support@buildertrend.com. We’re always happy to help.