Deposits and job milestones
Describe the deposit, progress payments, and final balance for a typical job. Match each payment to the job and invoice. Confirm partial payment support and how changes to the project affect the customer balance and refund process.
Payment at the property or remotely
If staff collect in the field, confirm the device, connection, receipt, and account permissions. If the customer pays an invoice or link, confirm that flow separately. Do not send full card details through ordinary email or job notes.
Scheduling and accounting
Identify your job management and accounting tools. A published accounting connector does not establish a connection with scheduling or estimating software. Decide who updates a job when a payment fails, a balance changes, or a refund is issued.
Project timing and account terms
Explain the time between collecting payment and completing work. Request transaction limits, funding schedules, and any reserve conditions in writing. Compare gateway, equipment, invoice, and ACH costs if you are evaluating bank payments alongside cards.