Payment links
Generate payment links and support card payment flows through Stripe.
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.
payment management software
What is payment management software?
Payment management software helps a business request, collect, and track money across customer transactions. Workspace369 connects payment links, invoice status, deposits, retainers, saved methods, payment plans, client records, accounting context, and operational follow-up.
Product reference
Reviewed July 17, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
Read the payment plans and retainers documentationWhat it covers
Every way to get paid, in one record.
Payments in Workspace369 stay connected to invoices, proposals, retainers, accounting, and client history.
Deposits and retainers
Collect deposits and retainers where enabled, tied to the work they fund.
Payment plans
Offer payment plans with each installment visible to the team.
Saved payment methods
Manage saved payment methods for repeat client billing where enabled.
Payment status
Keep payment status visible to finance and operations teams.
Built into the operating flow
Move from first signal to completed work with context intact.
Payments connect to invoices, proposals, retainers, accounting, client records, and reporting.
- 01
Start with the right record
Generate payment links and support card payment flows through Stripe.
- 02
Move the work forward
Manage payment methods, deposits, and payment plans where enabled.
- 03
Keep the result visible
Keep payment status visible to finance and operations teams.
Inside Workspace369
See how the feature fits into day-to-day work.
Follow the record through the views teams use to act, review progress, and keep the next step clear.Product view 01
Generate payment links and support card payment flows through Stripe.
Collect payments through connected workflows that support invoices, saved methods, retainers, deposits, and payment plans.
1TriggerClient activityAutomated
2ConditionMatch the right recordChecked
3ActionContinue the workflowNext
Product view 02
Manage payment methods, deposits, and payment plans where enabled.
Payments connect to invoices, proposals, retainers, accounting, client records, and reporting.
Product view 03
Keep payment status visible to finance and operations teams.
Turn billing activity into payment activity without switching tools.
1Record updatedContext stays attached to the work.Now
2Team follow-upContext stays attached to the work.3m
3Client notifiedContext stays attached to the work.4m
Examples
How teams collect without chasing.
These examples show how payment activity moves through connected client work. They are product workflows, not promised business outcomes.
Deposit on Acceptance
- 1Proposal accepted by the client
- 2Deposit request goes out with the payment link
- 3Client pays by card through Stripe
- 4Payment status updates on the record
- 5Delivery starts with the deposit confirmed
Payment Plan Collection
- 1Invoice sent with a payment plan
- 2Client pays the first installment
- 3Each installment is tracked on the invoice
- 4Follow up on overdue amounts from the same record
- 5Close out with reporting in sync
Common operating scenarios
Collect payment in the same flow that created the invoice.
These examples describe how the feature fits into connected client work. They are product workflows, not promised business outcomes.
Send a clear payment path
Create a payment link from the relevant invoice or agreement and keep the resulting status attached to the client and billing record.
Structure larger payments
Use deposits, retainers, saved payment methods, and payment plans where enabled so the collection workflow matches the engagement instead of a one-size-fits-all checkout.
Coordinate payment follow-up
Give finance and operations the same view of invoice status, payment activity, client communication, and next steps so collection work is visible and accountable.
Where it connects
One record can carry the work forward.
Payments connect to invoices, proposals, retainers, accounting, client records, and reporting.
Common questions
Payments questions
How does Workspace369 manage client payments?
Workspace369 connects payment links, invoice status, card payment flows through Stripe, retainers, deposits, saved methods, and payment plans with client and reporting context.
Can Workspace369 support deposits and payment plans?
Yes. Deposit, retainer, and payment-plan workflows are available where the relevant billing and payment configuration is enabled.
Can payment status be used in follow-up workflows?
Payment status stays visible alongside invoices, clients, communication, accounting, and reporting so teams can coordinate the appropriate follow-up.
Which payment methods are supported?
Workspace369 supports payment links and card payment flows through Stripe, with saved methods, deposits, and payment plans available where enabled.
Work from one connected system
Bring this workflow into the rest of Workspace369.
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