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Getting paid: payments and online card payments

invoicingaccount-and-billing
Getting paid: payments and online card payments

Sending the invoice is half the job; getting paid is the other half. 1pm tracks what's been paid against every invoice, whether the money arrived by bank transfer, cash, or card, and lets your clients pay online by card if you want them to. Either way, the balance owing is always current, so you know at a glance who still owes you.

This article covers recording payments by hand, taking card payments online with Stripe, and what your client sees on a shared invoice.

Recording a payment

Open an issued invoice (one you've marked Sent or Paid) and you'll find a Payments section showing how much has been paid of the total and how much is still outstanding. Click Record payment and fill in:

  • Amount (it defaults to the balance owing, so a payment in full is one click).
  • Date received.
  • Method: Bank transfer, Card, Cash, Cheque, or Other.
  • An optional reference (a transaction id or cheque number) and a note.

Each payment is listed with its date, method, and amount, and you can remove one if you logged it by mistake. When the recorded payments clear the balance, the invoice marks itself Paid automatically. You can record part-payments too: a deposit now, the balance later, with the outstanding figure tracking down as each lands.

Taking card payments online

If you'd rather clients pay by card without you chasing a bank transfer, connect Stripe. Go to Online payments in your account and click Connect with Stripe. You're taken to Stripe to authorise (you can link an existing Stripe account in a few clicks, or make one), then brought back. Once connected, a Pay now button appears on every invoice you share.

The important part for your books: payments go straight to your own Stripe balance, with your own dashboard, fees, and payouts. 1pm takes no cut. When a client pays online, the invoice records the payment and marks itself paid on its own, just as a manual payment would.

A few practical notes:

  • If your Stripe account is linked but shows Setup incomplete, Stripe still needs some details from you. Finish those in your Stripe dashboard, then reconnect to refresh.
  • Disconnect at any time. The Pay now button disappears from your shared invoices, but your Stripe account and its history are untouched.
  • If you don't see the online payments option at all, it isn't switched on for your account yet.

What your client sees

The share link on an invoice opens a clean, read-only copy in the browser, no login required. If you've connected Stripe, there's a Pay button showing the balance due; otherwise there's just Print / Save PDF. After a successful card payment the page greets them with a "Payment received, thank you" note, so they have their confirmation and you have your money.

Keeping on top of what's owed

For the bigger picture across all your invoices rather than one at a time, the Reports section has a Revenue report (invoiced, paid, and outstanding over a period) and an Aged receivables report (everything still owed, bucketed by how overdue it is) to work as a chase list.

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