Invoices

Create, send, and track invoices, and get paid by your customers.

Articles

Create & Send an InvoiceGet paid faster by sending a professional invoice straight from Truss — pick whichever path is quickest for you.
How to Pay Your InvoiceA step-by-step walkthrough for paying an invoice through your contractor's Truss payment portal — from the email you receive to your final receipt.
What Your Customers See When They PayHere's exactly what your customer sees from start to finish when you send them an invoice or payment portal link:
Edit, Cancel, or Refund an InvoiceYou can edit an invoice that is Unpaid. Once a payment has started processing, editing is no longer possible.
Set Up Your Payment PortalYour Truss payment portal is a custom link where customers can pay any of your open invoices. It's like a payment landing page for your business. Customers don't need a Truss account to pay.
Send Invoice Payment RemindersYour customer receives a fresh notification with the payment link.
Add Your Payment Portal to Your WebsitePaste this HTML code wherever you want the payment button to appear on your site. Replace YOUR_PORTAL_URL with your actual Truss portal link:
Send a Payment Request (Pay Link)A payment request is a fast way to collect money without creating a formal invoice. You enter an amount and description, Truss generates a link, and the customer clicks it and pays — no account needed on their end.
Credit Card Payment Declined When Paying an Invoice? Check Your Pop-Up BlockerIf a customer's credit card keeps getting declined on a Truss invoice, a blocked pop-up window — not the card itself — is usually the cause.
Change the Receiving Account for an InvoiceChoose which Truss account an invoice payment lands in: your Cash account or any of your sub-accounts.
Find a Returned Invoice Payment in QuickBooks OnlineIf a customer's payment for a Truss invoice bounces or gets returned, don't void it in QuickBooks. Here's how to locate the payment and reopen the invoice correctly.
Guest Checkout — Let Customers Pay Without a Truss AccountYour customers can now pay a Truss invoice without signing up, logging in, or verifying a code. Here are the three ways to get the pay link to them, and what they see when they pay.
Paying a JobTread Invoice as a Guest (No Truss Account Needed)Got a JobTread invoice from a contractor? Here's exactly what happens when you click Pay now — no Truss sign-up required.
Who Pays the Platform Fee?Every invoice payment includes a platform fee of 3.25% + $0.30. By default your customer pays it, and we waive it when they pay by bank transfer. You can choose to cover it yourself.

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