View Stripe Payments in a Client's Account

Modified on Fri, 23 Sep, 2022 at 9:34 AM

Credit and debit card payments paid through Stripe are automatically added to client accounts when a payment is made. These payments can be viewed in the client's "Payments & Refunds" tab, but they cannot be edited.

Tip: When an Auto Payment is recorded, the following also occurs::
The payment is recorded and allocated to the Invoice.
The invoice is marked "Paid."
The Invoice is removed from the "Unpaid Invoices" Report.
A receipt is emailed to the client (if enabled in your Stripe account).

How Does Stripe Automatically Post Client Payments?

Navigation: Clients > Payments & Refunds > Payments

All payments made via Stripe are labeled "Payment (Auto: Stripe)."
Click on the word "Payment" to view the payment details. A Stripe Payment cannot be edited.

View Stripe payments in your pet sitter software

Note: To send a receipt email to your client when a Stripe payment is made, enable the Receipt directly in your Stripe account. See How does a Client Make a Payment in the Client Portal?