Collecting Payments

4 min read

Updated January 18, 2025

PaymentsStripeCollectionProcessing

Accept payments through multiple channels including online Stripe payments and manual recording.

Payment Methods

Stripe Online Payments

Customer pays via Customer Portal

Secure Stripe Checkout session

Automatic invoice update upon success

Manual Payment Recording

Cash payments

Check payments

Bank transfers

Other payment methods

Collecting via Stripe

Ensure Stripe Connect is configured

Customer accesses invoice in Portal

Clicks Pay Now button

Completes Stripe Checkout

Invoice automatically marked paid

Recording Manual Payment

Open the invoice

Click Record Payment or Collect Payment

Enter payment details:

- Amount received

- Payment method

- Reference number (check #, etc.)

- Payment date

Confirm payment

Partial Payments

Record payment for less than total

Invoice status updates to "Partial"

Remaining balance displayed

Multiple payments supported

Payment Confirmation

After payment:

Invoice status updates

Payment history recorded

Confirmation email sent (if enabled)

Dashboard reflects new status

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Collecting Payments

Customer Experience

Field Operations

Business Management

Learn & Discover

Support & Training

Collecting Payments

Payment Methods

Stripe Online Payments

Manual Payment Recording

Collecting via Stripe

Recording Manual Payment

Partial Payments

Payment Confirmation

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Related Articles

Payment Methods

Stripe Online Payments

Manual Payment Recording

Collecting via Stripe

Recording Manual Payment

Partial Payments

Payment Confirmation

Was this article helpful?

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