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 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.
Here is a feature comparison to help you make an informed decision based on your specific needs and priorities.
Feature | Without Payments | With Payments |
Merchant Portal Access | X | |
Projects | ||
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 | ||
General Info | X | X |
See Projects | X | X |
Store Payment Methods | X | |
See Invoices | X | |
See Payments | X | |
Upload Files | X | X |
Take Payments | ||
Take Payment (Quick Pay) | X | |
Item Library | ||
Item Library | X | X |
Invoices | ||
View All Invoices | X | |
Create Instant Invoices | X | |
Payment Activity | ||
Payments Tracking | X | |
Reporting | X | |
Settings | ||
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 |
Payment Types | ||
Visa | X | |
MasterCard | X | |
Discover | X | |
American Express | X | |
eCheck | X | |
Cash (tracking only) | X | |
Paper Check (tracking only) | X |
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.