Payments

Setting up to move money, taking payment from customers, changing an offer after it is out, and getting paid out.

Start here

• Getting paid as an installerWhat you are paid, when it lands, and what it costs you.
• Payments end to endRead this first. The whole path, from switching payments on to money in your bank.
• How Installer.com payments workThe money path, the two roles, and what a payment is split into.

Set up

• Set up payoutsCompany details, provider onboarding, and the capabilities it unlocks.
• Onboarding and verification statuses (KYC)What each onboarding status means, and what to do about it.
• Add or change your bank accountWhere payouts land, how to change it, and what a returned transfer means.
• Payout settingsOne payout per offer or one a day, and how statements reach you.
• Who can see and act on paymentsThe finance permission, and who in your team needs it.

Price the work

• Product prices and sharesThe two amounts on every product, who sets them, and who inherits them.
• Add more offer linesCharge for extra work by sending an additional offer.
• Credit offer linesTake an item off an offer, or refund the customer.
• Exclude a line from the payment stepItems the customer does not pay for at checkout, and what that changes.

Get paid

• How the customer paysCheckout, payment methods per country, and failed or pending payments.
• Approve a payoutThe step that releases the money, and what blocks it.
• Read the payout overviewEvery payout, with its status, its history and its documents.
• Correct an installer payoutPay an installer more than the offer gave them.
• Payouts across partnersDispatching work to partners, and deciding who gets paid.
• Refunds and chargebacksMoney going back out, by your choice or the bank's.

Books and reporting

• Understand your payout statementThe document behind one payout, field by field.
• Download invoices and credit notesCustomer invoices, share invoices and credit notes, as PDFs.
• Export payment data to a spreadsheetWhich CSV to download, what its columns mean, and how to open it.
• How to book your payoutsThe monthly routine, which documents to take, what to book from each, and how to tie it to the bank.
• Transaction feesWhat processing costs, where it shows, and the monthly fee invoice.
• Grant filingsGrön Teknik, ROT and RUT filings, generated from your invoices.