Sales and Finance
Online payments
Online payments in BisHub helps teams that want to collect faster from invoices and service work. BisHub connects online payments to invoices, clients, estimates, projects, payment accounts, and financial reporting.
The problem
Payment collection slows down when customers receive invoices without a clear online payment path or connected payment status.
How it works
- Step 01
Capture the record
Start from the customer, job, file, message, invoice, payment, or team activity that creates the need for online payments.
- Step 02
Connect the workflow
Online payments stays tied to related BisHub records instead of becoming a disconnected tool or spreadsheet.
- Step 03
Review and improve
Use status, activity history, reporting, and related modules to see what happened and what needs attention next.
What's included
Payment links
Payment links is part of the connected sales and finance workflow inside BisHub.
Invoice connection
Invoice connection is part of the connected sales and finance workflow inside BisHub.
Client records
Client records is part of the connected sales and finance workflow inside BisHub.
Payment status
Payment status is part of the connected sales and finance workflow inside BisHub.
Payment accounts
Payment accounts is part of the connected sales and finance workflow inside BisHub.
Financial reporting
Financial reporting is part of the connected sales and finance workflow inside BisHub.
Why teams choose this
- Make it easier for customers to pay.
- See paid, open, and overdue amounts clearly.
- Keep payments connected to the work that created the charge.
- Reduce manual payment tracking.
Use cases
Daily operations
Use online payments while managing active customers, jobs, team activity, files, invoices, and payments.
Manager review
Review progress, exceptions, activity, and reporting without chasing disconnected notes.
Growing teams
Keep the workflow structured as more people, records, service areas, and customers are added.
Works well with
Frequently asked
Is online payments active in BisHub?
Yes. Online payments is treated as an active BisHub capability and is connected to the surrounding business workflow where relevant.
Does it connect to invoices and payments?
Where billing is involved, BisHub connects the workflow to estimates, invoices, online payments, payment tracking, and financial reporting.
Does it connect to customers and projects?
Yes. BisHub is built around connected clients, leads, projects, work items, files, communication, invoices, payments, and reports.
Can managers control access?
Yes. Role-based permissions, organization isolation, activity history, and audit logs help teams control who can view or change records.
Can this support field and office teams?
Yes. BisHub workflows are mobile-ready for field users and structured for office review, reporting, and follow-up.
How should a team start using it?
Start with current records and the workflow causing the most delay, then connect related modules such as clients, projects, files, invoices, payments, and reports.
Try Online payments
Free for small teams. Activate it on your account in one click.