Payments Page

The Payments page is where your Agency can accept payment via a direct connection with Stripe.

  • Registering for payments will create a Stripe account for your Agency.

  • Payments and refunds are issued through Stripe and are reflected on invoice balances and in the General Ledger.

  • There is a 2.95% processing fee for all payments.

To register for payments:

  1. Go to Financials > Payments

  2. Click the Add Information button.

  3. The Stripe registration window opens. Fill out the required information and follow the steps provided.

  4. Once the steps have been completed, you will see tabs for Payments, Reports, Account Settings, and Payouts on the Payments page. You are now ready to accept payments.

Once you have registered, the following tabs become available on the Payments page:

  • Manage Payments: View payments and issue refunds from here.

  • View Reports: View reports about payments, refunds, payouts, and more here.

  • Adjust Settings: Use this tab to change your Stripe account settings.

  • Issue Payouts: Your first payout is typically available seven days after adding your bank account and accepting your first payment.

To accept a credit card payment:

  1. Go to Financials > Invoicing.

  2. Click on the Invoiced card.

  3. Use the filters to find the invoice to which you want to apply payment.

  4. Click the Ellipsis under the Actions column, and select Pay Using Credit Card.

  5. Enter the credit card and payment information. The invoice can be paid in full or partially paid:

    • Paid In Full: The invoice moves to the Final card.

    • Partial Paid: The status changes to partial payment. Balance carries to the next invoice when the new invoice is generated, and the status changes to Transferred.

    • No Payment: Balance carries to the next invoice when the new invoice is generated, and the status changes to Transferred.

Clients receives an email with an invoice on the first of each month. This can be adjusted to a weekly or bi-weekly cadence via Administration > Masters > Configuration > Invoice Generation Period.

The invoice email includes a link to make a payment. The Client enters their credit card information and amount on the webpage, then saves.

The Client or Responsible Party can view their open balance under My Stuff > My Financials. They can also make payments and review their payment history here.