Payment: Can my customers pay invoices directly through the app?

The app doesn’t currently offer built-in payment processing. However, you can easily include your preferred payment methods directly in your invoices so customers know how to pay you.

To add payment methods to your invoice:

1. Tap into the folder where the estimate/invoice is saved
2. Tap the three dots in the upper right corner
3. Tap Create Invoice (or tap into an existing invoice)
4. Scroll to the Payment Methods section and tap the +
5. Select the payment methods you accept (Venmo, Zelle, PayPal, Check, etc.)
6. Add your payment details or links in each field
7. Tap Save

Your customers will see these payment options when they receive the invoice, making it easy for them to pay you using their preferred method.

We also have a video library with quick tutorials. 📌 Link here