Stripe
Can integrate with Stripe for card payments on invoices, proposals and public booking where required.
LevelUpPayments
Take payment when the customer is ready - online or in the office.
Record payments, stage Sales Build schedules and take online checkout via Stripe when configured - on proposals, invoices and booking.
Staged payments
Sales Build proposals can define deposit and milestone schedules that flow into jobs and invoices.
Invoice payments
Send invoices with pay links and record payments against the correct customer and job.
Payment chase
Automations can remind customers when invoices remain unpaid or become overdue.
In context
Getting paid should follow naturally from the work you sold. LevelUp links quotes, proposals, jobs and invoices to payment recording and online checkout when Stripe or other gateways are configured.
Why it matters
Why teams rely on Payments
Pay links on invoices
Customers settle online from the document you already sent.
Staged schedules
Deposits and milestones on Sales Build flow through to live jobs.
Chase automation
Remind customers when invoices remain unpaid or overdue.
What's included
What you get with Payments
- Stripe integration where configured
- Invoice and proposal pay links
- Staged payment schedules
- Payment recording on jobs
- Outstanding balance visibility
- Automation payment chase
Built for
Who uses this day to day
Finance teams
Office administrators
Sales staff
Business owners
Role permissions control who sees and changes each part of the platform.
How it works
Built into your daily workflow.
Configure gateway
Connect Stripe or your chosen payment method with administrator setup.
Send with pay link
Invoices and proposals include online payment where enabled.
Customer pays
Checkout completes and LevelUp records the payment.
Chase if needed
Automations remind customers when balances remain outstanding.
From quote to cash
Accepted quotes and finalised jobs feed invoices and payment records. Finance sees outstanding balances on dashboards and reports without re-keying totals.
Online checkout where you need it
Stripe can power card payments on invoices, proposals and public booking flows. Customers pay through a secure checkout while LevelUp records the result against the right record.
Deposits and milestones
Sales Build proposals can define payment stages that carry into jobs and invoices, so large projects collect cash in agreed steps.
- Deposit before work begins
- Milestone invoices during delivery
- Balance on completion
Office and finance alignment
Recorded payments update invoice status and feed reports. QuickBooks sync can align accounting when configured.
Outcomes
What changes when Payments is part of your workflow
Shorter cash cycles
Customers pay when the invoice arrives, not after a reminder call.
Less re-keying
Payments attach to the correct customer and job automatically.
Clear outstanding view
Dashboards and reports show what is still owed.
Related
Explore more of the platform.
See Payments in action
Walk through how LevelUp fits your business. We will show you the modules that matter most to your team.