Payments & refunds
See every payment, refund, and outstanding balance across your business at a glance.
Payments & Invoicing
Track payments and balances.
Collect Stripe payments, send invoices, record cash, and track refunds per booking.
What you can do
Deposits and remaining balances
See the amount paid against the event total and invoice the remaining balance before rental day.
Quotes & invoices
Build quotes from your inventory and send booking invoices that show the customer what is due.
Payment records
Keep online and recorded offline payments with the booking, alongside invoice and refund records.
The workflow
Create a quote
Add inventory, delivery, taxes, and discounts in seconds so customers know exactly what they are paying for.
Collect a deposit or full payment
Customers pay through Stripe. The payment is recorded against the event so you can see what has been collected.
Review the remaining balance
Check the amount paid against the event total, record cash when needed, and send a balance invoice.
Issue refunds
Process an eligible full or partial refund and keep the refund record connected to the original payment.
Questions
Can I record cash payments?
Yes. Record cash or other offline payments against a booking so the paid amount and remaining balance reflect what you collected.
Do quotes and invoices stay connected?
Quotes and invoices belong to the booking, keeping rentals, pricing, customer details, and payment records together.
How are receipts and refunds handled?
Payment and refund records stay with the booking. You can process eligible full or partial refunds and review the amounts afterward. Stripe payout timing and eligibility are managed by Stripe.
Keep exploring
feature
Booking System
Explore the booking system workflow.
feature
CRM
Explore the crm workflow.
feature
Waivers & Documents
Explore the waivers & documents workflow.
template
Quote Email Template
This resource is planned. Review availability in the template library.
Try it with your rental workflow.
Start a 14-day trial, or talk to the team about your setup.