Project 2 Payment provides a smooth experience for Electricians with a simple workflow to build projects, send estimates, and get paid faster for electrical work. Get the absolute best electrical invoice software to give your business a head start.
With Project 2 Payment, electricians can create a seamless customer experience that streamlines electrical projects, cuts billing time, and tracks your projects and payment history for you.
Project 2 Payment is an ideal fit for US-based:
Small home or commercial service businesses that want to keep the project to payment process simple
Any business that provides their customers with an estimate and/or invoice for services and needs the ability to take in-person or online payment
Absolutely! Project 2 Payment was built with small business owners in mind. Whether you’re a team of 1, 2, or 10, you’ll love how simple, easy, and fast it is to send estimates, create invoices, collect payment, and create reports.
Once you sign up for Project 2 Payment, you get instant access to the software and can start adding customers and setting up your item library. To start sending invoices and processing payments, you’ll need to fill out a merchant application form. Typically, businesses are approved within 24 business hours of submitting the application form.
All you need to do is complete the sign-up form to open your Project 2 Payment account. After you log into your account, you will be directed to complete a merchant application form to enable payment processing. If you have any questions during onboarding, our support team is happy to assist you.
After you sign up for Project 2 Payment and log into your account, you will be asked to complete a merchant application form to enable payment processing. Typically, businesses are approved within 24 business hours of submitting the application form, but if you have any questions during onboarding, our support team is happy to assist you.
Be sure to track paper payments in Project 2 Payment so you have complete payment history records and know which invoices are still outstanding.
Project 2 Payment offers a flat rate of 2.9% + $0.30 per transaction across all credit card types and 0.5% + $0.25 per transaction for eChecks.
Of course! You can create an invoice the same way you would create an estimate by adding line items from your custom item library to show the subtotal, tax, and final amount due. If you already created an estimate for the project, simply convert it to an invoice with a click and select the percentage of the project you’re billing for.
There are three ways your customers can pay after you invoice them—and you get to choose which you use!
Yes! With Project 2 Payment, it’s quick and easy to create project estimates from your phone or computer. Then, you can email the project estimate directly to your customer for approval before you even leave the job site.
Absolutely. When creating an estimate, simply toggle on “Approval Required” on to send an approval email to your customer. To request a down payment, toggle on “Down Payment” and set the amount or percentage due.
The Invoices tab on your left navigation bar organizes and manages all your invoices in one place. Here you can sort to see all your outstanding invoices and resend links as needed to encourage payments.
The Payment Activity tab on your left navigation bar, opens a dashboard you can use to easily sort and filter all your payment activity, plus:
We are working to get Project 2 Payment available for download in Apple and Google Play stores. In the meantime, Project 2 Payment is web-based and fully optimized for use on any mobile, tablet, or desktop devices. Simply navigate to the login screen through your phone or tablet browser.
Project 2 Payment is compatible with any computer (Windows or Mac), mobile device, or tablet. It’s fully web-based, so as long as your device has an internet or mobile connection, you have access to all your Project 2 Payment data. If you are in the field, at your desk, or double-checking something for a customer while on vacation, you can switch from device to device and log into Project 2 Payment with any device you have on hand.
The software is $20 per month for unlimited users plus applicable payment processing fees:
Always! Our Project 2 Payment Support Team and all our other team members are based right here in the United States and never outsourced so we can confidently meet your needs the first time you reach out for help.
During office hours (8:00 a.m. to 5:00 p.m. Monday through Friday Central Time), your phone call will be answered immediately by a live Support Team Member. Email or support ticket inquiries are responded to within one business hour.
Our support team has an average 4.9 star customer help rating, so you’re sure to get fast and accurate assistance.
There are a few ways to get in touch with the Project 2 Payment Support Team: