SimplySub lets subcontractors add third-party payment and financing links directly to customer invoices. This gives customers a clear way to pay online or apply for project financing without requiring your team to send separate instructions.
What this Feature Spotlight covers
The video walks through how to configure these links and where they appear on the finished invoice.
- Adding a default third-party payment URL in the Financials configuration area
- Adding a default third-party financing URL
- Controlling access to payment settings through user security permissions
- Displaying payment and financing buttons on the invoice PDF
Why it matters
Subcontractors often use outside providers for online payments or customer financing. SimplySub allows you to connect those existing services to your invoice workflow using the web addresses provided by your payment or financing company.
Once configured, customers can select Pay Invoice Online or Apply for Financing directly below the invoice totals. This creates a simpler customer experience and keeps payment options connected to the document they already received.
Built to stay simple
You do not need to build a separate payment workflow inside SimplySub. Add the appropriate third-party URLs once, and the corresponding buttons appear on invoices automatically.
Access to these settings can also be limited through security permissions, helping you control who can update company-wide payment and financing links.