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VirtualEstimate

Platform

Invoicing & Payments

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

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.

Frequently asked questions

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.

VIRTUAL ESTIMATE

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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.