You’ll first need to go to the gear icon and choose Setup to get started.

In the Setup window, scroll down to the Financial category and select Online Payments.

Scroll down to the Sending Payments section and click the Sign up to start sending payments button.

Next, you’ll go through three steps to complete the sign-up process for sending payments.

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.

You can 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.

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.

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