Invoice and get paid from the project
How BidCraft bills a signed job: the deposit on signature, milestone invoices when the work hits them, progress draws, checks and cash, and late invoices.
The steps
About 15 minutes
- Connect Stripe
- Set your payment schedule before you send
- Let the deposit go out when they sign
- Open the job's Payments
- Send the next milestone invoice
- Bill a progress draw
- Record checks, cash and other payments
- Invoice a job that was agreed without a signature
- Follow up on late invoices
Questions people ask
Do I need Stripe to invoice in BidCraft?
No. Without Stripe, invoices go out as plain documents with your payment instructions, and you record each payment by hand as checks, cash or transfers come in. Connecting Stripe adds the pay button, card and bank payments and the automatic deposit invoice.
Does BidCraft send every invoice automatically?
Only the deposit, when the client signs. Every invoice after that waits until you send it, so a progress payment never goes out before the work it's for is done.
Whose name shows on my client's card statement?
Yours. With Stripe connected through BidCraft, your client pays your business directly, and payouts go to your bank account.
Next tutorials
- Set up your rate card so every bid uses your numbersEnter your day rate, service prices, materials, minimum, margin goal and pricing rules in BidCraft so every proposal is priced from your numbers, not ours.Getting started20 minutes
- Create a change order on an active projectAdd, change or remove work on a signed BidCraft proposal: say why, pick how it's billed, and send a change order the homeowner signs on their phone.Projects5 minutes
- Send a proposal and collect an e-signatureSend a BidCraft proposal, set up your signature once, and track when the homeowner opens it and signs on their phone, with no account needed on their end.Proposals10 minutes
Andy Morrison