It only takes a few minutes to build, schedule, and send a project. To get started, just give your project a unique name and add the customer. If your employees are users, you can assign jobs. This is key for schedules so you can efficiently allocate work and your workers can plan their day.
Build your project
You can set it up as one occurrence on site or schedule multiple recurring occurrences.
Preset frequency options for recurring are weekly, bi-weekly, monthly, quarterly, and annual. The date of each occurrence is based on the start date. If your project doesn't fit one of these options, you can set up a custom schedule and manually add each date. Start and end times are optional, but highly encouraged as they make scheduling easier and allow for more precise reminder emails.
To finish building your project, add items to show work detail and pricing,
Down payments
If this is a one-time project, you have the option to require a down payment. You can set a certain percentage or a fixed dollar amount to determine the amount due.
Receipt of the down payment approves the project. If you have the customer's approval, you can take payment now on a saved payment method. If you send for payment, the customer is presented with a payment page with they view the project details. If the customer pays with something like cash, paper check, or a cash app, you can record that payment was received outside of Project 2 Payment.
Payment collection options for recurring projects
Invoices are automatically generated after each occurrence, but there are 3 different ways you can collect payments.
- Auto-Collect will automatically pay the invoice right away using a saved payment method authorized by your customer.
- Send for Payment will automatically send the invoice to your customer and they click to pay when it works best for them.
- Manual Queue generates an invoice that is saved in drafts. You must remember to manually send the invoice to your customer or mark it as paid if you collected a payment in person.
Send to customer
As soon as you click the Create Project button at the bottom of the page, your customer will receive an email confirmation with a link to view the project. If you need to make any changes, simply edit the project and click Update Project at the bottom of the page. Your customer's link will update automatically with the changes. If they are unable to locate the email, you can resend the confirmation email or send the link by text or email.