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PAYMENTS, INVOICING & PROPOSALS

Get paid faster, without a separate payment app.

Pinnacle Ai handles the money side of the job: build estimates and proposals your client can accept and sign, turn them into one-time or recurring invoices, and take card payments by text, at the counter or on a booking page. Every payment is recorded on the customer's record next to their texts, appointments and notes. You connect your own card processor, so processing fees stay between you and your processor.

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Estimates and proposals that close

Send a clean estimate or proposal instead of a number in a text thread. The client opens it on their phone, accepts and signs, and it becomes an invoice — no printing, no scanning, no waiting for a callback.

  • Build estimates and proposals from reusable templates
  • Client accepts and signs online, on any device
  • Accepted estimates convert straight to an invoice
  • See when a proposal was opened and signed
  • Signed documents stay on the contact record
  • Follow-up reminders for proposals nobody answered
crm.getpinnacle.ai/payments/proposals

How do I invoice and get paid by text?

Send a Text-2-Pay link. The customer taps it, pays by card on their phone, and the invoice marks itself paid — which beats mailing a statement and hoping. Recurring invoices handle retainers and memberships on their own schedule.

  • One-time invoices and recurring invoices for retainers
  • Text-2-Pay links customers pay from their phone
  • Automatic payment reminders on unpaid invoices
  • Partial payments and deposits
  • Receipts sent automatically after payment
  • Paid, unpaid and overdue visible in one list
crm.getpinnacle.ai/payments/invoices

Take payment in person

For on-site work and counter sales, collect the card while you are standing there. Tap-2-Pay turns a supported phone into a card reader, and the point-of-sale view handles quick in-person checkouts.

  • Tap-2-Pay on a supported phone — no extra terminal
  • Point-of-sale checkout for on-site jobs and walk-ins
  • In-person payments land on the same contact record
  • Device and region requirements apply to Tap-2-Pay
  • Fall back to a Text-2-Pay link when a card is not present
crm.getpinnacle.ai/payments/in-person

Texts · Pinnacle Ai

Here's your invoice — tap to pay.

Invoice #1042

$4,320.00

Pay now

Paid · 30 seconds

Ways to get paid

  • Text-2-Pay
  • Tap-2-Pay in person
  • Payment integrations
  • Paid calendars

Connect the processor you already use

You connect your own card processor — Stripe, for example — so money moves through an account in your name. Once it is connected, payments post automatically to the customer's record and into your reporting.

  • Connect your own card processor, such as Stripe
  • A processor connection is required to accept payments
  • Standard processing fees are set by your processor, not by us
  • Payments post to the contact record and to reporting
  • Payment events can trigger workflows — like a review request

Texts, emails & AI usage billed at cost-based rates — roughly $10 ≈ 10,000 emails or 1,000 texts.

crm.getpinnacle.ai/settings/payments

Proposal · Kitchen remodel

  • Cabinet refinish$1,400
  • Counter install$2,600
  • Hardware$320

$4,320.00

Sign here

Jordan B.

Signed → invoice created

Included on every plan — and a real person sets it up with you in two 1-on-1 Zoom calls in your first week.

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“Charles has created a great product. Everything you need to manage your business is all right in one place to help you get and stay organized. That means using less time and energy working on your job and more time getting to enjoy the fruits of your labors.”
Alison Kero
crm.getpinnacle.ai/payments
Invoices paid this week23
Paid from a text link17
Average days to payment1.4
Text-2-Pay

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Where this fits with everything else

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FAQ

Questions, answered

You connect your own — Stripe, for example. Funds settle into your processor account in your name, and standard processing fees are set by that processor rather than by us. A processor connection is required before you can accept payments, and your team walks you through connecting it.

Yes. Recurring invoices bill on the schedule you set, which covers retainers, memberships and payment plans. Receipts go out automatically and each payment is recorded on the customer's record.

Yes. Text-2-Pay sends a payment link by SMS; the customer pays by card on their phone and the invoice marks itself paid. Reminders can go out automatically on anything still unpaid.

Yes. Tap-2-Pay lets a supported phone accept a card without a separate terminal, and the point-of-sale view handles counter and on-site checkouts. Device and region requirements apply to Tap-2-Pay, so confirm your setup on your onboarding call.

Yes. A booking calendar can require a full payment or a deposit on the booking page, and the payment is saved to the same contact record as the appointment. You can invoice the balance later or send a text-to-pay link.

See estimates, invoices and text-to-pay in a real account.

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