Payment Methods #
Credit/Debit Cards #
Powered by Stripe: Visa, Mastercard, American Express with PCI-compliant processing.
Digital Wallets #
Apple Pay, Google Pay, PayPal (if configured).
Manual Payment Recording #
For cash, check, or external payments:
- Open the invoice
- Click Record Payment
- Enter amount, method, date, reference number
- Save
Customer Online Payments #
- Customer receives invoice email
- Clicks View Invoice link
- Clicks Pay Now
- Enters payment information
- Completes payment
Partial Payments #
- Record the partial amount
- Status changes to Partially Paid
- Continue recording until paid in full
Payment Status #
- Completed: Payment successful
- Pending: Awaiting confirmation
- Failed: Payment unsuccessful
- Refunded: Payment returned
Issuing Refunds #
- Go to Payments
- Find the payment
- Click Refund
- Enter amount and reason
- Confirm
Payment Reconciliation #
Online payments auto-link to invoices. For manual payments, use Payments → Reconciliation to match.
