Availability: All plans

Payments allow you to easily track and manage your payment requests in a single place that links directly to your documents. Navigate effortlessly through pending, due soon, or overdue payments in one consolidated space.

Pending: Documents awaiting payment within the selected timeframe
Due soon: Documents with a payment due within the next three days
Overdue: Documents with a payment that has extended beyond the due date
Paid: Documents for which payment has been received (including installment payments)
Failed: Documents with failed payments

If you use multiple currencies, you can filter documents by currency. Simply select a currency from the filter located in the top right.

You can additionally filter payments by:

Date (sent date, due date, paid date)
Payment type (one-time, installments, subscriptions)
Document name
Payment status
Due date
Document owner
Payer

You can quickly open the document in question by hovering over a document’s name on the far right, selecting the ellipses (three vertical dots), then selecting View document.

Smart views allow you to filter all payment requests in the last 30 days or display documents with payment requests created by you.

Payment types section allows you to quickly filter one-time, installment, and recurring (subscriptions) payment requests.

Select Settings at the bottom left corner to open Payment gateways page to connect/disconnect the gateway you need.

Payment reminders

Note:

A reminder cannot be sent for an installment payment if any previous installment payments remain unpaid. For example, if the first installment payment of a document hasn’t been paid, a reminder for the second payment cannot be sent. Additionally, reminders cannot be sent for recurring subscription payments as they are charged automatically.

You can send a reminder for a payment record in Pending, Due soon, Overdue, and Failed status. To do this, follow these steps:

Hover over a document’s name on the far right
Select the ellipses (three vertical dots) > Send reminder
Add a message to be included in the email reminder (optional)
Select Send reminder

Note:

You can only send one reminder per payment request per day.

An automatic reminder will be sent three days before the first payment becomes overdue for payment requests with a set due date.

Marking payment requests as paid

Note:

'Mark as paid' is not available for payments created before 24.01.2024. All documents with payment requests created after that date will be available for marking as paid.

You can easily mark payment requests as paid to reflect accurate payment status when your customer pays outside the document.

Note:

You can only mark payment records as paid if the document is in Waiting for payment status.

In Payments, hover over a document in Pending, Due soon, Overdue, or Failed status
Select vertical ellipses on the right to a payment record
Select Mark as paid from the dropdown
Add a private note that will be displayed in the audit trail record for the manual status change
Disable the notification email sent to the payer by switching off the toggle if needed
Select Mark as paid

Once you manually mark a one-time payment or the last step of an installment as paid, the related document will automatically move to Paid status.

Note:

You cannot mark installment payments as paid if the previous installment payment is not paid. For example, if an installment has two payments, both must be in the Pending status. The user must mark the first payment as paid before changing the status of the second payment.

You can track any changes made to payment records in the audit trail of a document and Timeline on the Home page. The records will show who marked the payment record as paid manually.

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Payment reminders

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Marking payment requests as paid

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