Wisetack Progress Payments

Set up Wisetack progress payments for split payouts with initial and final payments on estimates

Wisetack Progress Payments in PaintScout let you split financed jobs into two payouts — an initial payment and a final payment — so you receive funds at different project milestones.

The Wisetack integration is only available to companies located in the United States.

What is Wisetack?

Wisetack is a financing platform for contractors that gives customers a monthly payment option, helping you close bigger jobs and deliver a better customer experience.

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Why enroll in Wisetack Progress Payments?

Progress Payments splits each financed job into two payouts — an initial deposit and a final payment — directly through PaintScout.

Disclaimer: Wisetack has a short application process to enable this feature, meaning that not everyone will be approved. If you are interested in Progress Payments, get started on your application here.

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How do I set up Wisetack Progress Payments?

1. Go to Account Settings → Integrations.
2. Find Wisetack and open Settings.
3. Configure an initial payment amount.

As long as the deposit meets certain requirements, Wisetack will automatically split the total into two payouts on estimates/invoices.

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Using Progress Payments on Estimates and Invoices

1. On the estimate or invoice, open the side menu and click Payments & Lending.
2. An alert confirms whether the criteria for a split payout are met.

   

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What your customer sees

In the Wisetack customer portal, customers will see a Release Payout button. When they’re ready, they can click it to release the deposit amount.

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