Finance & payments

Invoices, collecting payments, returned payments, and sending spend and payments to QuickBooks.

See how this fits the platform on the Finance & job costing page.

Invoices

InvoicesConceptAn invoice bills a customer for a completed worksheet, created by recording that worksheet once QuickBooks Online is connected.Updated Sep 2, 2026

Payments

Invoices, payments and accountingHow-toThe project's Payments tab holds payments received, payments paid, additional expenses, and the project's invoices, with received payments able to be tied to a specific invoice.

Returns and chargebacks

Returned payments and chargebacksConceptWhen a customer's payment bounces or is disputed, Trussi restores the balance automatically and tells your office what to do next.Updated Sep 2, 2026

Payment methods

Payment method optionsConceptThe payment methods a payment can be recorded against are a tenant-owned list, kept on the Payment methods card of the Custom Fields screen under Settings.

Insurance companies

Insurance companiesConceptInsurance companies are maintained on the Insurance Companies card of the Custom Fields screen under Settings.

Commissions

CommissionsConceptThe Commissions tab calculates what a sales rep is owed on a project and walks that amount through request, approval, and payment.Updated Sep 2, 2026