Pelli tracks your collections: online payment by the client, or manual recording of what you receive.
Key points 💡
The client can pay online by card (via Stripe)
Online payment of an invoice incurs a platform fee of 3%
You can record a payment received (transfer, cash, check, other)
The partial payments are handled (the invoice becomes « partially paid »)
💳 Online payment
Your client can settle their invoice online by card from the link received. This payment goes through Stripe and incurs a platform fee of 3%. The remaining amount due is calculated automatically (useful in case of partial payment).
✍ Record a payment
When you are paid another way (transfer, cash, check…), record the payment : amount, method, reference and date. The invoice updates its status by itself (paid or partially paid).
Frequently asked questions
What are the fees on an online invoice payment? 3% fee covering Stripe's charges.
Can I accept payment in installments? Yes, record each payment; the invoice tracks the remaining amount due.
Which payment methods can I record? Transfer, cash, check, online payment or other.
Correcting a payment entry
An incorrect date, a payment entered twice or an incorrect allocation between deposit and final balance requires a correction to the payment data, not a credit note or refund. A credit note corrects the invoice; a refund represents money actually returned to the client.
Never create a fictitious payment or refund to correct an entry. If no correction tool is visible, contact support with the invoice reference, the payment concerned and the correction needed.