Getting Paid

How to connect your bank account through Stripe so BidCraft can collect deposits and milestone payments automatically when clients sign.

How the deposit fires automatically when a client signs, how to invoice a proposal the client agreed to some other way, how to send the rest of the milestone invoices as the job progresses, how to bill a progress draw that isn't on the schedule, and how change orders affect billing.

Log payments you received outside BidCraft — checks, cash, Zelle, wire transfers — against the right invoice so your project totals and dashboard "Collected" number stay accurate.

How to refund a paid invoice, what it does to project status, and how to handle a client chargeback.

Bill clients and track payments in BidCraft even if you haven't set up a payment processor — the invoice goes out as a plain document with your instructions on how to pay, and you log each payment by hand as it comes in.

Every invoice you send can carry a due date. Past it, the invoice shows as Overdue for you and your client, and it can still be paid.