SettleWisePayments & ReconciliationMoney in
PY-04Money arrives placed

Card payment through Stripe

The client paid with a pay button from the invoice or a reminder.

Track

Money in

Phase

Money arrives placed

Starts with

Client clicks pay

Ends with

Invoice updated

Pay a test invoice through its link and trace the payment.

Before you start

Setup
Stripe connected with a destination register, in test mode for trials
Starting state
A sent invoice with an open balance

Run the scenario

  1. 1ClientInvoice email · pay button

    Pay the deposit with a test card.

    Expected evidence

    The confirmation page shows the amount paid and a receipt is emailed.

  2. 2AccountingSettleWise · Payments

    Open the new card payment.

    Expected evidence

    It sits in the Stripe register and the invoice moved to the next phase.

Scenario completed

Invoice updated

Invoice status
Open ask→Next phase or paid

If it does not match

  • If there are no pay buttons, Stripe is not connected or the plan lacks online payments.
  • If the bank declines, the same link can be used again with another card.