Record payments in the app
Add payments against invoices with amount, date, method and notes. Staff-recorded payments default to confirmed. See payment history on invoice detail and across the payments list.
Customer payment reporting
From the public invoice link, customers can report a payment they have made — amount, date, bank transfer or cash, optional reference. Submissions create a pending_review payment for you to confirm or reject.
Try ProperTradie free
Start with a free trial. Quote, approve, invoice and track payments from your phone.
Balance due and invoice status
Confirmed payments drive invoice status: issued, partially_paid, paid, overdue. See balance due on invoice detail and in your invoice list.
No online card checkout
ProperTradie does not process credit card payments from customers. Invoice links show your bank BSB, account number and payment instructions. Customers pay you directly; you track it in the app.
What it does not do
- Process credit card or Stripe checkout for customers
- Automatically reconcile bank feeds
- Instantly confirm customer-reported payments without your review
- Send automated payment reminder SMS