View Stripe Payments in a Client's Account

Modified on Fri, 23 Sep 2022 at 09:34 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? 

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