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Why add payment processing?

In This Article

The advantages

By downloading the Project 2 Payment app, contractors and small business owners gain access to essential functionality that elevates brand presence and saves precious time on paperwork. 

Adding payment processing only enhances the user experience by letting customers make payments when it is most convenient for their schedule. 

What's more, it saves you trips to the bank depositing cash and paper checks. 

Feature-level insights

Click on each feature below to see a detail list of key attributes that will help you make an informed decision based on your specific needs and priorities.

Projects
  Without Payments With Payments
Create Estimates X X
Create One-Time Projects X X
Down Payments   X
Create Recurring Projects   X
Create Invoice   X
Payment Collection    X
View/Track Payments   X
Customers
  Without Payments With Payments
General Info X X
See Projects X X
Store Payment Methods   X
See Invoices   X
See Payments   X
Upload Files X X
Take Payments
  Without Payments With Payments
Take Payment (Quick Pay)   X
Items
  Without Payments With Payments
Item Library X X
Invoices
  Without Payments With Payments
View All Invoices   X
Create Instant Invoices   X
Payment Activity
  Without Payments With Payments
Payments Tracking   X
Reporting   X
Settings
  Without Payments With Payments
Custom Branding X X
Online Review Link X X
Payment Page   X
QuickBooks Integration X X
Request Page / Contact Form X X
Subscription Details X X
Unlimited Users X X
Payments
  Without Payments With Payments
Merchant Portal Access

 

X
Accept Visa payments   X
Accept MasterCard payments   X
Accept Discover payments   X
Accept American Express payments   X
Accept eCheck payments   X
Track cash payments   X
Track paper check payments   X

Enable payments

If you are setting up a new business, make sure you have everything you need for a merchant account. Take a moment to read Is your business ready for payments? to determine the right timing. Based on where you are in the process, it might be better to wait a little while.

When you are ready, we encourage you to review Tips for the merchant application before starting the application. Following these recommendations should expedite the process and prevent unnecessary delays.