We're excited to roll out a new feature that allows you to create and send invoice notifications directly to your clients via text, making it even quicker and easier for them to pay invoices.

How to send invoices via text

When creating an invoice in Truss, you now have the option to notify your clients via text and/or email. To send an invoice via text, you simply need to add a phone number to your customer’s profile.

Your clients can access and pay the invoice directly from a link sent to them via text.

In case of unpaid invoices, you can also send payment reminders via text. Please note, reminders follow the initial method of invoice delivery.

This feature is live and available on your Truss account today. You can find more details about how it works here.

Coming Soon: Check Printing Capability

We're also excited to announce that check printing functionality will soon be available on Truss. This will enable you to seamlessly print checks directly from your Truss account, adding another layer of convenience and flexibility to your financial transactions.

We are here to support your business growth and financial management every step of the way. Your feedback is invaluable to us, so please do not hesitate to reach out with any questions, comments, or suggestions you may have.

We're excited to share that we have launched the Truss Partnerships Marketplace, designed to bring you exclusive deals on a variety of essential tools for construction companies.

🚀 Initial partners & deals

• Check The Level – Accounting
• Open Phone – Business Phone
• Construction Clock – Time Tracking
• Roofers Coffee Shop – Networking & Education
• Ingage – Sales Enablement
• Trayd – Payroll
• Sitemax – Project Management
• MetalVue by Sherwin Williams – Community & Education
• Roofing Passport by Sherwin Williams – Estimating
• TestedHQ – Product Testing
• BuildStream – Recruitment
• Certified Contractors Network – Training & Networking

🌱 Growing together

This is just the beginning! We are committed to continuously expanding our marketplace with new partners and deals to support your business's every need. As we strive to grow together, we're always on the lookout for potential partnerships that could bring additional value to you.

If you have any vendors or service providers in mind that you believe should be part of our marketplace, please let us know. Your suggestions help us ensure that we're enhancing our community with resources that matter most to you.

💡 Accessing deals

Log into your Truss app and go to the “Rewards” section to view more details about all partners and deals.

Thank you for choosing Truss. We can't wait to see your business thrive with these new resources. Need help or have questions? Reach out to our support team. We’re happy to help.

We're excited to introduce the ability to accept partial payments on invoices and accept card payments over the phone.

Here's a quick walk-through video of what's new – or you can keep reading.

1. Partial Payments

‘Receivables’ is now ‘Invoices’

To make our platform more intuitive, we’ve renamed 'Receivables' to 'Invoices'. This update allows each invoice to support multiple payments.

Flexible payment checkout

Offer your customers more flexibility with the ability to pay invoices partially and with multiple payment methods, including ACH and credit card.

Your customers can view their payment history and outstanding amount, improving trust and communication.

Consolidated view of payments

When viewing an invoice, you will see all associated payments in the sidebar, along with the paid and outstanding invoice amount.

Please note: Your existing payment requests have been seamlessly converted into invoices, ensuring a smooth transition to the new system. No action is required from you.

2. Accept Card Payments Over the Phone

Expanding our payment options, we're excited to introduce the ability to accept card payments over the phone.

Learn how to accept card payments over the phone here.

Log in to your Truss account to explore these new features. If you have questions or need help, don’t hesitate to reach out to our support team.

Today marks the exciting launch of the Truss Card Rewards Program! We've designed this program to add extra value to your everyday business expenses.

Launch Promotion: Bonus Points Await!

Celebrate with us! Spend $25,000 or more using your Truss card within the first 60 days of the program and earn 50,000 Truss Bonus Points. This is our special way to thank you for your loyalty and trust.

Earn With Every Purchase

Start earning today! You can review your points and redemption offers by going to the 'Rewards' section on your Truss dashboard.

Note: You are automatically enrolled in the Truss card rewards program – no action is required to start earning points. To start redeeming points, you will be asked to accept the Truss Card Reward Terms.

Versatile Redemption Options

Redeem your Truss Points for:

• Cash back: Directly into your Truss account.
• Travel Rewards: Book hotels and flights.
• Gift Cards: From stores like Home Depot and Lowes.
• Cryptocurrencies: Explore the digital currency realm.

Get Personalized Assistance

Curious about the Truss cards and rewards program? Book a call with our team or send us an email. We’re here to guide you through maximizing your Truss experience.

Coming Soon & Updated TOS

1. Accept card payments over the phone

We're thrilled to inform you that we're soon launching a feature that will enable you to accept card payments seamlessly over the phone.

2. Partial payments

Another exciting feature that is coming up is partial payments. This will give you the option to allow your customer to pay invoices partially.

To support this new feature, we have updated our Terms of Service (TOS). We encourage you to review these updates to understand how this new functionality can enhance your Truss experience.

Thank you for being a vital part of the Truss community. Let's make every transaction rewarding!

We are thrilled to announce the upcoming launch of the Truss Card Rewards Program, set to begin on February 12th. This program is specially designed for you, offering an exciting way to make your daily business purchases more rewarding.

Launch Promotion: Earn Bonus Points!

To celebrate this launch, we're offering an exclusive promotion. Spend $25,000 or more with your Truss card within the first 60 days of the program launch, and you'll receive 50,000 Truss Bonus Points. This is our way of saying thank you for your continued trust and support.

Earn Rewards with Every Purchase

• Earn 75 Truss Points for every $100 spent.
• No annual or setup fees.

Redeem for Exciting Offers

Your Truss Points can be redeemed for a variety of attractive offers, giving you the flexibility to choose rewards that best suit your needs:

• Cashback: Get direct value back from your purchases right into your Truss account.
• Travel Rewards: Use points to book your next business or leisure trip.
• Gift Cards: Redeem for gift cards from popular stores like Home Depot or Lowes.
• Cryptocurrencies: Dive into the world of digital currency with your Truss Points.

Learn More with a Personalized Call

Want to know more about the Truss cards and rewards program? Book a call with our team for a detailed walkthrough, or email us. We're here to help you make the most out of your Truss experience.

Truss is a financial technology company and not a bank. Banking services are provided by Thread Bank, Member FDIC. Visa® Cards are issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa is accepted.

We are thrilled to announce a significant enhancement to your Truss banking experience:

You can now choose who pays the card fee for receivables - you or your customers.

When your customers opt to pay a payment request via card, a card fee of $0.30 + 3.5% of the transaction amount is applied. By default, this fee has been charged to your customer. Now, you have the power to decide who bears this fee:

• Charge to customers: Continue with the default setting where your customers pay the card fee. No action is required to continue with the default setting.
• Pay on behalf of customers: Set your company as responsible for any card fees, offering your customers a fee-free payment experience.

As a reminder, we still offer the option for your customers to pay via ACH bank transfer at no cost. This method remains a great alternative for fee-free transactions.

How to set up your preference

1. Log into your Truss account.
2. Navigate to the 'Settings' section.
3. Select 'Payment Portal’ and choose your preference for handling card fees.

You can find detailed instructions on changing the card fee settings in this article.

This update gives you greater control and flexibility, ultimately enhancing your business transactions with Truss.

As always, our team is here to support you. If you have any questions or need assistance setting up this new feature, please email us.

We're celebrating 2024 with increased efficiency and a significant enhancement to Truss invoicing: the ability to edit invoices directly!

You can now easily edit the data on any existing, unpaid invoice.

Gone are the days of canceling and creating a new invoice for every small change.

How It Works

1. Select the unpaid invoice you wish to edit from your Truss dashboard.
2. From the Actions button in the top-right of the sidebar, select "Edit Payment" (Note: For Quickbooks Online invoices, you will be sent to Quickbooks to make edits directly.)
3. Make the necessary changes.
4. Choose whether to send an updated invoice notification to your client.
5. Save the changes, and you're done!

This improvement saves you time and reduces the administrative time of invoice adjustments. Learn more here.

Looking forward to a productive 2024 together.

Our support team is always here to help if you have any feedback or questions.

We're thrilled to announce a new feature on Truss: Custom Payments.

This method lets customers send custom payments directly through your Truss payment portal.

You don’t need to create a payment request in Truss to accept custom payments; simply share your payment portal link with your customers.

They can then easily enter any payment amount along with their email and name. They don't need to have a Truss account to send you a payment.

This new feature brings you greater flexibility and makes the payment collection smoother for both you and your clients. Learn more about how custom payments work here.

Our support team is always here to help if you have any feedback or questions.

We're thrilled to share some important updates to Truss. Our team is committed to continuously improving your experience, and these latest enhancements are designed to streamline your financial operations even more effectively.

Here's a quick walk-through video of what's new – or keep reading below.

1. Simplified customer & vendor management

We've revamped the 'Contacts' section! Now, you can easily distinguish between customers and vendors:

• Customers Tab: All contacts from whom you've requested payments.
• Vendors Tab: All contacts to whom you've sent payments.

This update requires no action from you. Contacts are automatically categorized based on your previous transactions.

Note: The same contact can appear in both tabs if applicable.

2. Multiple customer email options

To ensure greater flexibility for your customers, you can now add both a primary and secondary email to each customer. This means that payment requests can be accepted and paid by either email recipient.

3. Send payment via Direct Deposit

To enhance the convenience for your vendors, we've introduced a direct deposit feature. You can now effortlessly transfer funds to your vendors' bank accounts by entering their routing information. This streamlined process deposits the money directly into their accounts, eliminating the need for them to accept each payment.

4. Default payment methods for vendors

You now have more control over how you pay your vendors by setting a default payment option. Choose between:

• Sending payments via email, allowing vendors to select their preferred deposit account
• Direct bank transfers using routing numbers

5. Comprehensive transaction history

Visit any customer or vendor page to view all associated transactions, providing you with a clear and detailed financial history.

6. Instant payables with verified Truss network

Adding a new vendor? If they're already part of the Truss network, you can quickly select them for instant payables, without having to add additional payment information.

We are excited for you to experience these updates and are confident they will make managing your business finances smoother and more efficient. As always, your feedback is invaluable to us. If you have any questions or need assistance, our support team is here to help.

We are thrilled to announce a series of exciting updates to Truss that will streamline your workflow and make managing your finances even easier.

Here's a quick walk-through video of what's new – or keep reading below.

1. Check Deposits in the Field

Now, users with sales permission have access to the Mobile Check Deposit feature without accessing the bank account information. This powerful addition allows your sales staff to deposit checks wherever they are, whether they're on-site with clients or back at the office.

2. Expenses Page in Dashboard

We have simplified your expense tracking further. You can quickly access all your card transactions under the new 'Expenses' dashboard, displaying the same table as the 'Expenses' tab on your Card Account.

3. Tagging for Expenses

To enhance your expense organization, we have introduced expense tagging. Now, you can add tags to each expense to categorize them, making it easy to sort and track expenses, for example by project.

Note: All users can create tags and update tags on purchases. Only admins and bookkeepers have the authority to delete or update tags in the Settings section.

4. Send Reminders for Missing Receipts

Admins and bookkeepers can now send email reminders to users who have transactions with missing receipts. No more hunting down missing documentation; simply send a gentle nudge to your team members.

5. Streamlined Card Issuing

With our new streamlined card issuing feature, you can now seamlessly invite staff and issue cards to them in a single step.

6. Export Filtered Transactions View

You now have the ability to export specific subsets of your Cash Account transactions. Simply apply your desired filters to display only the transactions you need, and then export them as a CSV file.

7. Updated TOS

In addition to these exciting features, we want to inform you that we have recently revised our Terms of Service (TOS) to align with our current product offerings. We value your trust and are committed to providing you with a secure and reliable platform for managing your finances.

These enhancements were developed with your feedback in mind, and we are confident they will greatly improve your Truss experience. As always, your feedback is crucial to us, and we would love to hear your thoughts on these new features.