Step 1: Create Invoices in JobTread
Navigate to the Invoices Section: Go to the project you’re working on and locate the “Invoices” section.
Create a New Invoice:
Click on the "Add Invoice" button.
Fill in the required details, such as the customer’s information, items, quantities, and amounts.
Save the invoice.
Step 2: Automate Payment Requests with Truss
Import Invoices to Truss:
In Truss, unpaid invoices from QBO will automatically import based on your integration settings.
Send Payment Requests:
Configure Truss to automatically send email or text notifications to clients with a secure payment link when invoices are imported.
Step 3: Process Payments via Truss
Client Payment:
Clients pay securely using the link provided in the notification.
Payment Updates:
Once a payment is made, Truss marks the invoice as paid in QBO.
Step 4: Sync Payment Status Back to JobTread
QBO Sync with JobTread:
Payment statuses updated in QBO will sync back to JobTread automatically.
Track Project Finances:
View updated payment statuses in JobTread to ensure all project finances are current.
Alternative Option: Include Truss Payment Link in JobTread Invoices
Add Payment Link:
Copy your Truss payment link and paste it into the notes or payment instructions section of your JobTread invoice.
Client Payment:
Clients use the link to pay directly via Truss.
Sync Payment Status:
Truss updates QBO, and QBO syncs back to JobTread to mark the invoice as paid.