Step 1: Go to the Project’s
Finance Tab
Open the app and navigate to the project you’re working on.
Tap on the “Finance” tab within the project.
This is where all invoices from payment milestones or manually created ones are listed under the “Income” section.
Once you mark a payment milestone as complete, the invoice status will change to “Payment Required.”
This means the system has sent the invoice to your client requesting payment.
Step 2: Receive Payment (Two Methods)
Option 1: Online Payment (E-Payment via Stripe)
If you’ve enabled online payments (ACH or credit card) through Stripe:
Your client can pay directly in their dashboard. It’s fast and secure.
Once payment is made, you will get notified. It typically takes 1–3 business days to process
When the money hits your bank, the invoice status will automatically update to “Payment Received.”
Option 2: Offline Payment (Manual Update)
If you’re receiving payment through Zelle, check, or cash:
Go to the corresponding invoice or milestone in the Income section.
Tap on “Mark as Paid” to update the invoice status.
Manually input the amount, payment date, and payment method your client used.
Tap “Recorded” to save.
The invoice status will then update to “Payment Received.”
NEW FEATURE You can now pass along the credit card fees to your client so you won't have to shoulder that cost. You can go to Finances tab then click on +New Invoice. You'll need to fill out the details and toggle On the option to pass along the credit card fees. Below the total amount, you'll see a note showing how much your client will pay for the fees. This way, you can send invoices where you'll receive the full amount invoiced since your client will shoulder the credit card fees for you.
💡 Tips
Set up Stripe under your account settings to enable fast and trackable online payments.
For offline payments, always confirm with your client before marking invoices as paid.
You can review your full payment activity in the Transaction History.
To view processing fees for ACH or credit card payments, go to Settings > Payments.
You’ll see a detailed comparison of fees (e.g., Eano PRO vs. Buildertrend), like 2.9% + $9.30 for credit cards and 1% ACH fees with a $14 max cap.