The Payments page gives Owners and Admins a firm-wide view of every payment request — pending, paid, overdue, and cancelled — across all clients in one place. Use it to track outstanding balances, follow up on overdue payments, and record manual payments.
Role note: The Payments page is restricted to Owner and Admin roles. Members and Viewers cannot see the page or perform any payment actions.
Plan note: Payments require the Stripe integration, available on Firm plans and above.
Accessing the Payments page
Click Payments in the left sidebar (between Files and Leads). The page displays three summary cards at the top:
- Total Collected — the total amount of all paid payment requests
- Outstanding — the combined amount of pending and overdue requests
- Overdue — the total amount currently past due
Below the summary cards, a tabbed table shows all payment requests with filters for each status.
Creating a payment request
- Click Request Payment in the top-right corner
- Select a client from the searchable list
- If the client has multiple active checklists, select which checklist instance the payment is for
- Fill in the payment details:
- Amount — the payment amount in the smallest currency unit
- Currency — USD, CAD, EUR, GBP, or AUD
- Due date — defaults to 30 days from today (required)
- Description — a short note the client will see (e.g., "Opening retainer")
- Click Send Request
The payment request is created and appears in the Payments table under the Pending tab.
Filtering and viewing payments
Use the tabs to filter by status:
| Tab | Shows |
|---|---|
| All | Every payment request regardless of status |
| Awaiting | Pending payments not yet due |
| Paid | Completed payments (Stripe and manual) |
| Overdue | Past-due payments that have not been paid or cancelled |
| Cancelled | Requests that were cancelled before payment |
Each tab shows a count of matching requests. Click any client name in the table to navigate to their client record.
Sending reminders
To remind a client about an outstanding payment:
- Find the payment in the Pending or Overdue tab
- Click the ⋯ menu on the row → Send Reminder
The client receives an email with a link to complete their payment.
Marking a payment as paid
If a client paid outside of Stripe (check, bank transfer, cash):
- Find the payment in the Pending or Overdue tab
- Click the ⋯ menu → Mark as Paid
- Enter the date received and optional notes about the payment method
- Confirm
The payment moves to the Paid tab and is flagged with a "Manual" indicator so you can distinguish it from Stripe-processed payments.
Cancelling a payment request
To cancel an outstanding payment:
- Find the payment in the Pending or Overdue tab
- Click the ⋯ menu → Cancel
Cancelled payments move to the Cancelled tab. The client will no longer be able to pay through their portal link for this request.
Deleting a cancelled request
Only cancelled payments can be deleted:
- Go to the Cancelled tab
- Click the ⋯ menu on the row → Delete
- Confirm the deletion
Deleted payment requests are permanently removed and cannot be recovered.
Bulk actions
On any status tab (not the All tab), you can select multiple payments and apply actions in bulk:
- Use the checkbox in the header row to select all visible payments, or check individual rows
- A bulk action bar appears above the table showing how many items are selected
- Choose an action:
| Tab | Available bulk actions |
|---|---|
| Pending / Overdue | Send Reminder, Mark as Paid, Cancel |
| Cancelled | Delete |
After the action completes, the selection is cleared and the table refreshes.
Continue with
- Payment requests — configure payment fields within checklists
- Add your team — manage roles that control access to payments