Payments

The payments area covers everything from collecting money to matching it against invoices. Whether you’re processing Direct Debits, handling card payments, or recording manual receipts, the platform tracks each payment and keeps your accounts balanced.

In This Section

• Working with Payments — Process, allocate and manage payments
• Expected Payments — Forecast cash flow, control MyAccount payment amounts, and include payment details in correspondence
• Direct Debit Accounts — Manage bank mandates, send payment links, and collect via GoCardless
• Payment Cards — Manage stored cards, send payment links, and collect via Stripe

Where to Start

Head to Working with Payments for the core payment workflows. To set up and manage Direct Debit collection, see Direct Debit Accounts. For card payments, see Payment Cards. If you need to track upcoming payments or control what customers see when paying through MyAccount, see Expected Payments.

Tip: In Expert Mode, you can create a payment and collect it in one step. When adding a new payment, the form includes a Collect Payment section where you can select a card or direct debit account. The payment is saved and submitted to the provider together.