ClickSabi Pro
Payments & Disbursements
Requesting a payment
Raise a request, tie it to a milestone, and record offline payments.
1 min readLast updated
Raise the request
Create the payment against the project, set the amount and when it becomes due, then send it to the customer.
Tie it to the work
A request can be triggered on acceptance, on a specific date, before installation, when installation starts, when installation completes, or manually.
Offline payments
If a customer pays outside ClickSabi you can record it against the request as a cheque, bank transfer, cash, external card or other payment.
Customer confirmation
A homeowner can confirm that the work covered by a request is done. That confirmation is recorded on the payment.
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- Payments & DisbursementsUnderstanding project paymentsHow customers pay against a project, and how ClickSabi tracks it.
- Payments & DisbursementsSubscription billing and project payments are differentTwo separate money flows that are easy to confuse.
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