Billing through SOLRITE is made easy with the integrated Billing Profile feature in SubcontractorHub. This guide covers where to find it, how to review customer payment activity, and how confirmation is displayed after a successful transaction. It's a streamlined way to ensure billing is on track.
Let's begin to understand the billing profile:
Step 1: From your Home Page, locate Customers in the list on the left and select the customer whom you want to Qualify with SOLRITE.
Step 2: Click on the View Detail button from your proposal card.
Step 3: Scroll down your proposal to reach the approved financed card at the bottom
Step 4: You can find the “Billing Profile” button at the bottom.
After clicking the billing profile button, Solrite directs you to a Stripe page, displaying billing information, payment methods, and invoice history. Upon completion of the transaction, the payment status is sent back to us, and the "billing profile" button turns green.
Once billing by the customer is complete, the button color will turn green, and within brackets, it will display the billing method, for example: "(CARD)".