To make a payment on a PO using Buildertrend Online Payments, navigate to Bills/POs from the Financial tab.

From the Bills/POs list, click on the PO number to open that specific PO.

Fill out the information to include the PO number (if you want to change it), the title and assignee.

For a PO to be paid online, it first has to be approved. Best practice is for subcontractors to approve the PO, however, you also have the option to manually approve from your end.

Once the PO is approved, navigate to Payments/Lien Waivers, and click Make a Payment to begin the payment process.

A new window will open, and you can enter the payment title.

Scroll down and adjust the payment amount using the Adjust Payment % in the top right or manually enter the dollar amount in the box. Hit Apply.

When you have the amount you want, click Pay Online. A new window will open, and you can use your saved payment method or add a new payment method. After selecting Pay Online, you’ll see a payment confirmation window. Here you will have the choice to Confirm recipient info. Make sure the email address for the sub is the correct address for payment - you can edit if you need to.

After everything’s correct, select Next. A payment preview will be the final step before releasing the payment. If the preview looks good, hit Send Payment.

The default settings of the payment to your sub will require them to review and accept payment. They’ll receive an email from support@checkbook.io and can interact with their payment in one of three ways: a self-printed check, mailed check via USPS First-Class Mail or ACH direct deposit.

For additional information and to track payments, you can go to your Online Payment Report under the Financial tab.

In your Online Payment Report, you’ll see a list of transactions for your projects and their status.

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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