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VirtualEstimate
Payments & invoicing

Invoicing & Payments

Take deposits and payments on your own merchant accounts — five processors, no lock-in, and we never hold the cards.

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Invoicing & Payments in Virtual Estimate
Overview

Get paid on your own processors.

Take deposits up front and final payments on your own merchant accounts — card, ACH or in the field — with invoices generated straight from the job.

Deposit to final

Money in before the truck rolls.

Collect a deposit at booking and the balance on completion. Customers pay online from the portal or in person from the foreman app.

  • Deposits at booking
  • Pay online or in the field
  • Card & ACH
Money in before the truck rolls.
Deposit to final — screenshot
Your accounts

Your processors, never locked in.

Run payments through your own merchant accounts across multiple gateways. Invoices generate from the job automatically — no separate entry.

  • Multiple payment gateways
  • Your own merchant accounts
  • Auto-generated invoices
Your processors, never locked in.
Your accounts — screenshot
How it works

From first touch to done — without re-keying a thing.

1
Quote accepted
The customer approves and a deposit is due.
2
Deposit collected
Paid online or in person, on your processor.
3
Job completed
The balance is invoiced from the job.
4
Balance paid
Final payment captured, records updated.
The bottom line

What Invoicing & Payments does for your business.

Get paid faster

Deposits up front and easy final payment.

Fewer chase calls

Customers pay themselves from the portal.

No lock-in

Your merchant accounts, your rates.

Clean records

Every payment tied to the job automatically.

In depth

Getting paid shouldn't mean handing a percentage to a middleman or locking yourself to one processor. Payments run on your merchant accounts, so you keep your rates and your relationship.

How it works

  • A deposit is collected at booking, straight from the estimate link.
  • The invoice is generated from the estimate — no re-typing line items.
  • The customer pays by card, cash or check, and it's recorded against the job.
  • Every payment flows into the P&L, so your numbers stay real.

What you get

  • Five payment processors — Stripe, Square, Authorize.Net, Clover and Zelle — on your own merchant accounts.
  • Deposits from the estimate link, before the truck rolls.
  • Online card payments, plus cash and check recorded against the job.
  • Automatic US sales tax by state and positional invoicing.
  • Card data handled by certified processors — we never store card numbers.

Why it's different

The payment rails are yours. Five processors on your own merchant accounts means no lock-in and no cut to us — we don't hold your money or your customers' cards.

FAQ

Questions, answered.

Still unsure? and we'll walk it through on your own jobs.

Stripe, Square, Authorize.Net, Clover and Zelle — connected to your own merchant accounts.

No. Payments run on your merchant accounts, and card data is handled by the certified processors — we never store card numbers.

Yes — a card deposit is available from the estimate link, so a customer can confirm the booking before a truck rolls.

Yes — US sales tax is applied automatically by state on the invoice.

Cash and check payments are recorded against the job alongside card payments, so the P&L stays accurate.

Get started

Ready to put Invoicing & Payments to work?

Take deposits and payments on your own merchant accounts — five processors, no lock-in, and we never hold the cards.