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Payments

Payments, payment links, and payment plans

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

01

Generate payment links and support card payment flows through Stripe.

02

Manage payment methods, deposits, and payment plans where enabled.

03

Keep payment status visible to finance and operations teams.

Where it connects

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