Payments
Collect customer payments by ACH or card where enabled, pay vendor bills by ACH, track payment status, and reconcile balances.
Payments Overview
Peasy helps you track money coming in from customers and money going out to vendors. You can accept online invoice payments, record offline payments, and pay vendor bills by ACH without leaving the bill workflow.
Setting Up Payments
Before your customers can pay invoices online, or before you can pay vendor bills by ACH from Peasy, you need to set up payment processing. This verifies your business and connects the bank accounts Peasy can use for payment activity.
Payment Methods
When your customers receive an invoice from Peasy, they can choose how to pay online. Peasy also lets your team record offline payments and pay vendor bills by ACH.
Payment History and Ledger
Once you start using payments, you'll want to see what's come in from customers, what's gone out to vendors, what's pending, and where your money is. The payment settings area gives you a view of your payment activity.
How Customers Pay
When you send an invoice from Peasy, your customer gets a simple, secure way to pay online. Here's what the experience looks like from their side.
Recording a Payment
Use Record Payment when money moves outside of Peasy's online payment system — for example, a check in the mail, a bank transfer, or a manual ACH. The same dialog works for both customer payments on invoices and the payments you make on vendor bills, so the steps below apply to either side.