EazyWaiver uses QuickBooks Online transaction information to organize Collect + Send workflows for the Conditional Progress, Unconditional Progress, Conditional Final, and Unconditional Final forms your company has approved.
EazyWaiver organizes your customer-approved setup and QuickBooks data; it does not supply legal forms, provide legal advice, or determine legal applicability.
Watch how EazyWaiver uses applicable QuickBooks information and your customer-approved Conditional Progress, Unconditional Progress, Conditional Final, and Unconditional Final setup to generate, sign, and track a waiver record. Collect + Send are both supported: Collect uses Bills and Bill Payments; Send uses Invoices and Customer Payments.
14-day free trial. EazyWaiver does not provide legal advice or legal forms. Customers use their own company-approved waiver setup.
EazyWaiver fits into your existing QuickBooks Online workflow for waivers you collect and waivers you send.
Securely connect your QuickBooks Online company through Intuit’s official OAuth sign-in. EazyWaiver reads applicable transaction information for the workflow you choose.
EazyWaiver uses the relevant QuickBooks transaction data so you do not re-enter payment and project details by hand.
Choose the customer-approved Conditional Progress, Unconditional Progress, Conditional Final, or Unconditional Final setup, review the available QuickBooks information, then deliberately generate the waiver.
Send a secure signing link for the waiver you need to collect or send. Recipients can review and sign from any device without an account.
Follow each waiver through draft, sent, signed, uploaded, and follow-up statuses so nothing slips through the cracks. Pro adds approval controls.
Keep a stored, searchable record of each completed waiver and attach it back to the related QuickBooks transaction where supported.
When the information is available in QuickBooks Online, EazyWaiver can map it into your company-approved template so the waiver reflects the payment it relates to:
EazyWaiver works from the data your QuickBooks company already holds. It does not create financial data or change your accounting records.
Send the selected recipient a secure signing link by email. They can open it on a phone or computer, review the waiver, and sign electronically — without creating an account or logging in.
If a recipient prefers to sign on paper, they can upload a signed copy instead, and EazyWaiver keeps it with the same waiver record.
See where each waiver stands at a glance so payments and closeouts don’t wait on paperwork.
Completed waiver records are stored in EazyWaiver so you can find them later. You can search and download your waivers and keep each waiver associated with the QuickBooks payment workflow it came from. Pro adds advanced reporting and exports.
That keeps your signed waivers and their related payments together — instead of scattered across folders, inboxes, and drives.
Collect waivers using applicable Bills and Bill Payments, or send customer-approved waivers using applicable Invoices and Customer Payments, without rebuilding documents by hand.
Reduce repetitive waiver admin for contractor clients while each client keeps ownership of their own workspace and templates.
Keep waivers moving alongside payments, with clear status tracking from draft to stored record.
Use the payment data already in QuickBooks Online to produce waivers from your own approved template.
EazyWaiver reads applicable QuickBooks transaction information and helps populate customer-approved forms through a user-driven workflow. Your company selects and reviews the waiver setup before generation or sending, then can preview, e-sign, track, and store the waiver record.
No. Recipients sign from a secure link on any device without creating an account. They can also upload a signed copy if they prefer to sign on paper.
No. EazyWaiver uses your own company-approved waiver template. It does not supply waiver forms or waiver language, and your wording stays under your control.
When available in QuickBooks, EazyWaiver can use company or recipient name, payment amount, check or reference number, dates, and related project or customer data from the selected applicable transaction.
Yes. You can track each waiver through draft, sent, signed, uploaded, and follow-up statuses, then store, search, and download completed records. Pro adds approval controls, advanced reporting, and exports.
Connect QuickBooks, upload your company-approved template, and turn payment data into generated, signed, and tracked lien waiver records.
