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Get paid online

Customers pay an accepted proposal by card or bank. The money shows up in Received.

Open Get paid online in FL Permit PayContractor to homeowner payments

Before you start

  • A payout account

    Where the money lands. Connecting it asks for your password and a six-digit code.

  • Two-step verification

    Payout changes stay locked until it is on. The Money desk says so and carries the control.

  • An accepted, signed proposal

    Only a proposal the customer accepted and signed can be paid. A sent one has no agreed figure yet.

Follow the task on screen.

The FL Permit Pay Money desk with the Payout account panel open, showing the Connect a payout account control and the Uncollected, Received, Refunds, Discounts, Audit trail and Payout account list.
  1. Step 1. Connect a payout accountOpens payout setup on this page. Asks for your password and a six-digit code.
  2. Step 2. Payout accountWhere the money lands. The rest of the list is what has already moved.
  3. Step 3. ReceivedMoney that has actually arrived. Paid proposals appear here in their own group.
  4. Step 4. UncollectedBilled and still owed. This is the number getting paid online is meant to shrink.
  1. Marker 1 on the screenshot

    Connect where the money lands

    Open Money, choose Payout account in the list on the left, then select Connect a payout account. Setup opens on this page; you do not leave the Money desk. It asks for your password and a six-digit code, the same as a refund.

    Done whenThe panel stops saying no payout account is connected and starts showing Available, Pending and your recent payouts.

  2. Not on this screen

    Turn on two-step verification if it is off

    If the desk says two-step verification is off, select Turn on two-step verification in that notice. Refunds, discounts and payout changes stay locked until it is on.

    Done whenThe notice disappears and the locked money actions become available to you.

  3. Not on this screen

    Get a proposal accepted and signed

    Build the proposal, then Send to customer and wait for them to accept and sign. Only the option they signed carries a figure anyone agreed to, and that is the figure they will be charged.

    Done whenThe proposal moves to Accepted and records who signed it and when. A Pay control appears on the customer's own copy, for that exact total.

  4. Marker 3 on the screenshot

    Watch it land

    The customer pays from their copy by card or bank transfer; there is nothing for you to send. Choose Received on the Money desk to see it arrive. Paid proposals appear in their own group.

    Done whenThe payment is listed with the amount that actually cleared. A bank transfer can take a few business days to get there.

You are finished when

The payment appears under Received

The charge is created on your own connected account, in your company name, and FL Permit Pay records it against the proposal once the funds clear.

Troubleshooting

The customer says there is no Pay button.

Check the proposal is Accepted and signed, not just Sent, and that the Money desk shows a connected payout account with charges enabled.

Payout changes are refused.

Turn on two-step verification from the notice at the top of the Money desk, then retry. Payout changes also need financials access on your role.

The customer paid but nothing is under Received.

A bank transfer takes a few business days to clear and is only recorded when it does. Check the proposal itself: it shows the payment as on its way while the funds are in flight.