Payments

Goal. Collect a case's deposit and balance, record payments received by any means, send Stripe links and invoices and follow every charge from the "Payments" list.

Prerequisites. The "View amounts and balances" and "Record payments" permissions. For payment links and invoices, an administrator must connect Stripe in "Settings" › "Integrations". The deposit percentage is set in "Settings" › "Business parameters".

The case's payments

In the "Payments" section of the case page:

• "Record payment" logs a payment already received by any means: choose the "Type" among "Full payment", "Deposit", "Final balance" and "Partial", the "Method" among "Cash", "Transfer" and "Other", type the "Amount" and click "Record payment". The payment is "Paid" with its date under "Paid on".
• "Create deposit (N%)" and "Create balance payment" create a Stripe invoice for the deposit, with the configured percentage of the accepted quote, or for the outstanding balance, and Stripe emails it to the client with the payment link: "Invoice created and emailed to the client with the payment link". They require Stripe connected and an accepted quote; without one the button says so: "An accepted quote is required to calculate the deposit".

Each payment shows its type, amount, method and status: "Pending", "Paid" or "Overdue". Pending ones offer "Generate Stripe link", which creates a payment link and copies it with "Copy link", and "Mark paid", which asks to confirm "Do you confirm you received this payment?". Stripe payments are marked on their own when the client pays.

The case details card summarises "Quoted", "Paid" and "Balance". Each charge generates the "Payment received" notification.

Invoicing via Stripe

From the quote, "Invoice via Stripe" creates the invoice and Stripe emails the client the payment link. The first invoice is the deposit, "DEPOSIT invoice emailed to the client via Stripe", and once the deposit is paid the next one is the balance. If an invoice is still unpaid, the CRM warns "There is already an unpaid invoice for this case."; with no balance, "The case has no outstanding balance — nothing to invoice.".

The list

The "Payments" screen summarises "Collected", "Pending" and "Overdue", and lists each payment with its case number, client, "Type", "Amount", "Method" and "Status". Without Stripe, "Connect your payment system" appears with the "Connect Stripe" button; manual payments are still recorded from each case.

Troubleshooting

• "Connect Stripe in Integrations to generate payment links". There is no Stripe. Record the payment by hand with "Record payment" or "Mark paid".
• "Stripe is not connected. Connect it in Integrations". Likewise for "Invoice via Stripe".
• "The client has no email. Add it on their page to send the invoice". Complete the client's email.
• A payment shows as "Overdue". Its due date passed without collection. Mark it paid when the money arrives or generate a new link.
• The case does not unlock after collecting. The lock requires the deposit or full payment in "Paid" status and, if configured, the signed contract.