How to Sign Up
Start by navigating to Company Settings from the user icon, then click Online Payments under the Financials section.
Under Get paid with Buildertrend Payments, click Sign up to start receiving payments.
Next, confirm pre-populated info and/or adjust as needed. Click Next.
Update the Beneficial owners information - this would be a profile creation for any individuals who own at least 25% of the company and/or has control over the company's finances.
Once complete, click Next.
Add additional owners or controllers by clicking on the (+) Add beneficial owner or controller button.
If all necessary profiles have been created, click Next.
Choose a bank account already connected to Buildertrend, or connect to your company bank account by clicking Add bank account.
Reviewing Application Process
Review all information to complete the application process. Select Edit if you need to update fields.
Confirm all Beneficial owners information as well as Payout account is correct, then click Confirm and finish.
Read and agree to the Buildertrend Payments Terms & Conditions and Adyen Terms & Conditions.
Note: Adyen is the merchant processor who allows transactions to flow through Buildertrend.
Click to accept the terms & conditions, choose the signatory and click Save and Submit.
Congratulations! You have now successfully connected to Buildertrend Payments.
How Clients Submit Payments with Buildertrend Payments
After you release an invoice to your client, they can submit payment using Buildertrend Payments in one of two ways: through the Buildertrend Portal if they’re active, or directly from the invoice email if they’re not.
Active Client Steps: Paying Invoices from the Client Portal
In the Client Portal, the total amount due for the next upcoming invoice will appear at the top of the dashboard, allowing the client to easily select Pay.
Additionally, your client can navigate to the Invoices section and click Pay next to the specific invoice they wish to pay.
Next, your client can select their preferred payment method. If they don’t have a preferred payment method saved, they can choose to pay by credit card or bank account, with the option to save the method for future use.
Once the payment is submitted for processing, your client will receive a notification confirming payment.
Inactive Client Steps: Paying Invoices from the Invoice Email
Create and Send the invoice, making sure a client contact with a valid email address is assigned to the job.
Your client will receive a Payment request email. By clicking View and pay, they'll be directed to the full invoice, where they can review the details and Pay when ready.
Next, your client can choose to pay by credit card or bank account.
Once the payment is submitted for processing, your client will receive a notification confirming payment.
Reviewing Client Payment Transactions
Once your client submits a payment, you will receive an email receipt confirming the invoice payment.
By navigating to Online Payment Report within the Financial tab, you can track payments and view transaction statuses.
Review individual payment detail by selecting the item by the ID.
Pass Your Credit Card Fees On To Your Client
Buildertrend gives you the flexibility to pass credit card processing fees from invoice payments directly to your clients. This helps you manage transaction costs by ensuring these fees are covered without impacting your bottom line.
You can set this option as a default across your entire account within Company Settings for consistent application, or adjust the preference on a job-by-job basis to accommodate specific project needs.
‼️ Important: Please Read‼️
While Buildertrend provides the option to pass credit card fees to your clients, it is your responsibility to ensure this practice complies with all applicable state and local laws.
Buildertrend does not assume any liability for compliance with fee passing regulations.
Please consult your legal advisor to confirm that charging these fees is permitted in your jurisdiction.
Set Credit Card Fee Account Defaults
Start by navigating to Company Settings from the user icon, then click Online Payments under the Financials section.
Under the Get Paid section, check the Client pays credit card fees on new jobs, then click Save.
After saving, you’ll have the option to apply this setting to all existing jobs as well as new jobs by clicking Update all. If you would like this to only apply to new jobs, click No, only new.
Note: You can also pass along credit card fees for Lead Proposal Payments.
Set Credit Card Fee Preferences Per Job
Start by navigating to the Job Details page by selecting the "i" icon next to your selected Job. From the Clients tab, check Client pays credit card fees under Inbound payment settings.
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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.