Take the money the way the customer has it.
Card on the invoice link, a financing plan picked on the proposal, or a check handed to the crew lead. Menaia collects all three and reconciles them to the right invoice without a Friday-afternoon hunt.
Methods are yours to define.
Each payment method gets a label, an icon and a display order. Toggle methods on or off per branch without deleting them, and the customer sees exactly the options configured for their location, nothing else.
Financing that sells itself on the proposal.
Configure installment plans with a name, a term length in months and an interest rate. Mark one Most popular to guide the choice, and the customer selects their plan on the proposal before signing.
The options are frozen with the quote.
Payment methods and financing terms are captured in the estimate snapshot at quote time. Rework your plans next quarter and every open proposal keeps the terms the customer was actually offered. No "that deal expired" conversations.
Checks still exist. Record them.
Manual payments get recorded and allocated to any open invoice, partials are tracked, and everything lands in the same receivables view.
Questions owners ask
What payment methods can I offer?
Whatever you configure. Each method gets a label, an icon and a display order, and you toggle them on or off without deleting them.
How does financing work?
Set up installment plans with a name, a term length in months and an interest rate. The customer picks one on the proposal before signing.
What happens to open proposals when I change my plans?
Nothing. Methods and terms are frozen into the estimate snapshot, so every open proposal keeps the terms the customer was offered.
Can different branches offer different options?
Yes. Payment methods and financing terms are configured per branch.
See it on your own numbers.
Book a demo and bring a real job. We will price it, propose it, and invoice it in front of you.
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