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A payment is applied to invoices, and each invoice’s balance works itself out from what was applied. Nobody types in a balance or marks an invoice paid by hand. The Payments page listing payments with their state, provider, reference, gross, fee, and net amounts.

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How clients pay

The client clicks the pay link in the invoice email and pays by card or bank through Stripe. The payment shows up in Flows on its own.

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Payment states

Succeeded and Settled are different. A bank payment can succeed and still be returned days later.

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Paying too much or too little

  • Too much: the extra becomes account credit, applied to the client’s next draft on its own as a credit line.
  • Too little: the invoice shows Partially paid, and the balance is what’s left.

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Things to know

  • Processing fees are the firm’s cost. A 10,000paymentwith10,000 payment with 290 in card fees still pays a $10,000 invoice in full.
  • Reversals never erase anything. A reversed payment shows as its own entry, and the invoice balance goes back up by itself.
  • Three views. The Payments page switches between Payments (every payment), Ledger (the accounting entries behind them), and Payouts (Stripe payouts matched to the payments inside them, with fee totals).