Payments & Corrections

Manage all client payments, including prepayments, refunds, offline payments, and paid invoice edits.

Pay on client's behalf

Need to pay an invoice for your client? Here's how to process payments on their behalf.

Track client payments made via cash, check, or bank transfer.

Let clients pay for your services in advance.

View and manage all payments with status tracking and export capabilities.

View transaction details, link to jobs, and delete declined or incorrect payments.

Track refund history, adjust client credit accordingly, and ensure accurate records.

Edit details, refund and reissue for corrections, and manage offline payments.

Resolve payment statuses, errors, and timing issues for Stripe, TaxDome Payments, and CPACharge.