Payments & Invoicing
Collecting Payments
A tour of Payment Management and how to send a secure payment request to any customer.
Updated Jul 8, 2026
video · payments · payment-requests · invoicing
Collecting Payments
A tour of Payment Management and how to send a secure payment request to any customer.
What this video covers
- Reading the payments dashboard and records
- Creating a payment request with Stripe or Square
- How paid amounts sync to the job automatically
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