Tracking Payments from Contacts
Vaasu Guduguntla
Last Update לפני 22 ימים
Overview
TalleFlow makes it simple to keep track of payments, whether you're reviewing a client's payment history or checking on payments for a specific project. All payment activity is automatically recorded and can be viewed from multiple areas in your account.
How to Track Payments by Contact
- Go to the Contacts tab from the left-hand menu.
- Select the contact whose payments you want to view.
- Click on the Payments tab in their profile.
- Here, you'll see:
- All payments received from this contact
- Invoice details (including amounts and dates)
- Payment status (Paid, Pending, Overdue, etc.)
How to Track Payments by Project
- Go to the Projects tab and select the project you want to review.
- Inside the project landing page, click on the Finance tab.
- You'll see:
- All invoices for this project
- Associated expenses
- Net profit for the project
- Payment statuses
Important Notes
- Invoices can only be sent to a contact if they are linked to a project. Invoices always feed through projects and only get "sent" when a contact is attached to that project.
- Payments are automatically updated in real-time if your Stripe account is connected.
- If Stripe is not set up, you can still send invoices, but payments will need to be collected manually (cash, check, Venmo, Zelle, etc.) and logged in TalleFlow for record-keeping.
- You can also view a full payment history across your entire business from the Finance tab in the main menu.