Invoicing and payments for renovation contractors: deposits, invoices and receipts by text
Click sends the deposit invoice when the contract is signed, the next one when the work gets there, and a receipt when it's paid. Clients pay by card on the invoice. Ask Click who still owes you, any time.
InvoicesDepositsReceiptsFee ledger
A basement job, start to finish
Estimate, contract, invoice. You text, Click does the office work, you say yes.
Basement estimate for Harpreet Sandhu in Brampton: framing, insulation, drywall, a three-piece bath, flooring and a side entrance.
Drafted with your line items. Want to look it over before it goes to Harpreet?
EstimateDraft by Click
Basement · Brampton
Framing and insulation
Drywall and paint
Three-piece bathroom
Flooring
Send to Harpreet
01
Estimate
Say the job the way you'd say it to your office. Click drafts it with your line items.
Harpreet said yes. Contract with a deposit, a payment at drywall, the rest at the end.
Contract ready with that payment schedule. Send it for e-sign?
yes
Contract Signed
Basement · Harpreet Sandhu
Code checkedCertificate
02
Contract and e-sign
Click writes your payment schedule into the contract. The client signs on their phone with a texted code.
Drywall is done on the Sandhu basement. Send the drywall payment invoice?
yes
Sent. Harpreet can pay by card on the invoice.
Money
DepositBasement · BramptonPaid
Drywall paymentSent todaySent
ReceiptEmailed to clientFiled
03
Invoice and payment
Each payment goes out when the work gets there. The client pays by card on the invoice.
Invoices and payments: what Click does
Deposits and stage invoicesBuilt from the payment schedule in the signed contract.
Card payments on every invoiceClients pay on the invoice itself. In the client portal it's card or bank.
ReceiptsEmailed to the client and filed with the job.
Who still owes me?Ask Click. It tells you and offers to send reminders, for your yes.
Questions
What does it cost?
A setup fee, then a small share of the payments your clients make through Clickpad. No subscription, and a fee ledger you can see.
Does Click chase late payments on its own?
It offers to send reminders. Anything that goes to a client waits for your yes.
