How does Workspace369 manage client payments?
Clients pay from the invoice link, a payment link or a Flash Pay QR code, by card, Apple Pay, Google Pay, bank payment or another method you turn on. Payments go straight to your own Stripe account, and the invoice updates as soon as the payment is confirmed. Payments by check, cash or transfer can be recorded on the invoice by hand.
Can Workspace369 support deposits and payment plans?
Yes. A proposal can ask for a deposit that the client pays by card when they accept it, on every plan. Payment plans split an invoice into 2 to 12 scheduled installments that the client pays from the same invoice link; they are on higher plans, shown on the pricing page.
Can payment status be used in follow-up workflows?
Yes. A Workflow can start when a payment is overdue and stop as soon as the invoice is paid, and every payment shows on the invoice's Payment tab with what is still due.
Which payment methods are supported?
Cards (Visa, Mastercard, American Express and more) are always on. You can add Apple Pay, Google Pay, bank account (ACH) payments, and Klarna, Affirm, Afterpay, Cash App Pay and Amazon Pay (US accounts, mostly for individual customers); each one shows once Stripe turns it on for your account. Clients can also pay by bank transfer to the details on the invoice page, and you can record check or cash payments yourself.
What do clients see after they pay?
The payment confirmation and receipt first, then your own note and up to two next-step buttons, such as booking a call or downloading a guide. You can also send clients to a page of your own after a 5-second countdown that starts once the payment is confirmed. It works on invoices, pay links and proposals on every plan, and on bookings from Specialist, and each document can use your workspace page, its own or none.
Which plan includes online payments?
Every plan takes card, Apple Pay and Google Pay through your own Stripe account, and bank payments once Stripe turns them on, with payment links, deposits, saved payment methods and Flash Pay. Payment plans with scheduled installments and refund management are on higher plans, shown on the pricing page.