How to Sign Up to Send Buildertrend Payments to Subcontractors
Navigate to Company Settings within the User Profile Icon.
Select Online Payments within Financials.
Scroll down to find Sending Payments and click the Sign up to start sending payments.
Complete the three-step signup process.
1. Enter your company info:
Edit Information - We pre-populate your company logo, business name and address.
Click on Edit name or address to adjust the company name or any part of the company address.
Click on the logo image to upload a new logo. You can choose to have a logo that’s different from your Buildertrend account logo.
Payment Expiration - This defaults to 180 days, but you have the option the select 30, 60, 90 or 365 days.
Authorized Signature - This is where you’ll create the signature that will be applied to each payment you send.
2. Approve payment preview:
The payment preview will show how payments will look for recipients. Click Previous to go back to step one if you need to make changes. If the preview looks good, hit Next.
3. Add a bank account:
Click + Add a bank account to launch Plaid, an app that Buildertrend uses to link your bank account to our platform.
When the pop-up window opens, click Continue.
Search for your bank by typing in the search box, or if you see your bank below the search box, simply click the bank name to select it.
Now, enter your Username and Password for your bank and hit Submit.
Next, select the account you’d like to send money from and click Continue.
After selecting your bank and account, you should see a confirmation screen – click Continue to land back on the Buildertrend Payments page.
Note: After adding your first bank account, you can add multiple bank accounts and designate one as your preferred account. To change your preferred account, simply click on the account you want and hit the Preferred Bank Account title above that account name.
Adding a Bank Account with Manual Verification
Select banks use a secure process that will not allow Account or Routing # to be displayed on printed or mailed checks when using instant authentication through Plaid.
If you still wish to send checks, follow the manual verification steps below.
Navigate to the Online Payments tab and delete your existing bank setup. Next, click "Add Bank Account"
Select Manual to link your bank account
After clicking Continue, you will be led through a series of steps to add your account manually, including your bank’s routing number, bank account number, account type, and name on account.
Confirm the account using Micro Deposits. Two micro deposits will be added to your newly setup account in 1-2 business days. Once these have been deposited, you can verify your newly added account from the email (left) or go to Online Payments and select ‘Verify Account’.
Enter the two deposit amounts that appear in your bank account to finalize account setup.
How to Send Buildertrend Payments on Bills
Navigate to the Bill and select Mark Ready for Payment.
Then, from the Pay dropdown, select Pay Online.
Next, review recipient info, including email address. Edit if needed.
Select Next.
Review payment preview, then click Send Payment to complete.
The email will be sent from support@checkbook.io. Once received, the recipient must review and accept the payment within 180 days. They will have the option to:
Self-printed check
Mailed check from USPS First Class Mail
To track payments and view transaction status, navigate to Online Payment Report within the Financial tab.
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If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.