Overview
As a subcontractor in Built, you can accept payments directly through the platform once your general contractor has sent a payment. This article walks you through the steps to accept a payment from your Receivables page.
Before You Begin
You must have a bank account connected in Built to accept payments. If you have not set one up yet, you will be prompted to do so when you click Accept Payment.
Accepting a Payment
Description
When a payment is ready to accept, you will see a banner at the top of the Receivables page and a Ready to Accept status in the Payment column for the invoice.
Step-by-Step Instructions:
From the Receivables page, locate the banner at the top that reads "You have a payment that is ready to accept."
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Click Accept Payment in the banner, or find the invoice in the list and click Accept Payment in the Actions column.
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Select the Delivery Date and Bank Account. Then click Next to continue.
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Click Start on the top right-hand side.
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Once you complete the required fields, click Finish on the top right-hand side.
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Once the document is finished, you can choose to download it before clicking Next.
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Review your payment details, then click Accept Payment to complete.
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FAQ
How can I accept payments as a subcontractor in Built?
You can accept payments directly through the platform once your general contractor has sent a payment.
Do I need to set up a bank account to accept payments?
Yes, you must have a bank account connected in Built to accept payments.
What should I do if I see a banner indicating a payment is ready to accept?
You should click 'Accept Payment' in the banner or find the invoice in the list and click 'Accept Payment' in the Actions column.
What information do I need to provide when accepting a payment?
You need to select the Delivery Date and Bank Account before proceeding.
Can I download a waiver after completing the payment process?
You can choose to download the waiver before clicking 'Next'.
Is there a final step to complete the payment acceptance?
Yes, you need to review your payment details and click 'Accept Payment' to complete the process.