Get paid
Milestone payments the customer trusts and you can track.
Every payment request attaches to a project milestone. You always know what is requested, what is funded and what is available, per project, with a record you can audit.
Asking for money
A request is part of the project, not a separate invoice.
Deposit, progress and completion requests are raised from the project itself, with due dates and reminders. The customer pays online and the money lands against the milestone it was raised for.
- 01
Request
Create a deposit, before-installation or on-completion request from the project. The customer sees it in their own account.
- 02
Pay
The customer pays online through ClickSabi. Receipts and status update on both sides.
- 03
Fund
The payment is recorded against the milestone in the project funds ledger, so what is funded and what is available is visible per project.
Project funds
One project, one honest balance.
Contract value, collected, outstanding and overdue sit beside the work they belong to. The ledger behind them is append-only: nothing is edited after the fact, and corrections are new entries.
Attached to the work
Every request names the milestone it covers, so the balance always explains itself.
Reversals are visible
Refunds and disputes reduce a project's available funds and are shown in the ledger with their reason.
The customer sees their side
What they paid, what it covered and when work was released. Nothing more.
Getting the money out
Completion, review, release, payout.
Funds leave a project only after the milestone is complete and the release has been reviewed. Every decision is timestamped and attributed.
- 01
Complete
Mark the milestone complete with the evidence the project already holds: schedule, photos, inspection outcome.
- 02
Review
Each release is reviewed against that evidence before it is approved. Approvals and declines are recorded with reasons.
- 03
Release
Approved amounts leave the project's available funds. The customer sees the release in their project activity.
- 04
Pay out
Released funds transfer to your connected payout account. Onboarding happens inside ClickSabi with a secure verification step.
Trust, stated plainly
What ClickSabi Payments is, and is not.
Availability today
- Provider payouts are available to businesses registered in Canada and are paid in Canadian dollars.
- Customer payments are processed by our regulated payment partner. ClickSabi never stores customer card details.
- Payout timing depends on the payment partner's settlement schedule after a release is approved.
How we describe it
- ClickSabi records and controls when funds are released against milestones. It is not a bank and does not offer escrow or trust accounts.
- Payments, releases and payouts keep a full trail. Compliance roles can view and download, never change.
- Roles apply: Compliance is read-only, Sales has no payments access, Owners and Admins manage payments.
FAQ