Payments, payment links, and payment plans

Collect payments through connected workflows that support invoices, saved methods, retainers, deposits, and payment plans.

What it helps you do

• Generate payment links and support card payment flows through Stripe.
• Manage payment methods, deposits, and payment plans where enabled.
• Keep payment status visible to finance and operations teams.

Where it connects

Payments connect to invoices, proposals, retainers, accounting, client records, and reporting.