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.
How It Works
- You send an invoice to your customer from Sell > Invoices or from the invoice actions on a customer order.
- The customer receives an email with a payment link.
- They click the link, review the invoice, and enter their payment details.
- Peasy tracks the payment and updates the invoice balance as it processes.
For vendor bills, open the bill and choose Pay Bill. From there you can record an offline payment, pay the vendor by ACH through Peasy, enter the vendor's bank details, or email the vendor a secure link to add their own bank in the vendor portal.
Payment Methods
Customers can pay invoices using:
- Bank transfer (ACH) — Direct payment from their bank account
- Credit or debit card — Standard card payments
Vendor bill payments sent from Peasy currently use ACH. Offline payments such as check, cash, wire, outside ACH, or card can be recorded manually so invoice and bill balances stay accurate.
Payment Processing
Payments are processed securely through our payment partner. Here's what happens behind the scenes:
| What happens | What you see |
|---|---|
| Customer submits payment | Invoice status changes to Pending Payment |
| Payment is confirmed | Invoice status changes to Paid |
| Payment fails or is reversed | Invoice status returns to Unpaid |
For bills, Peasy shows pending ACH payments on the bill and updates the paid amount and balance when payments are recorded or confirmed.
Good to Know
- Payments need to be set up in Configure > Payment Settings before customers can pay invoices online or you can pay vendors by ACH. See Setting Up Payments.
- Each payment is linked to a specific invoice or bill, so your balances stay tied to the record being paid.
- Payment history is available in the payments settings area.
- Invoice reminders can automatically follow up with customers who haven't paid. See Invoice Reminders.
- If QuickBooks is connected, invoice and bill payments can sync to QuickBooks based on your payment ledger sync settings.
Related
- Setting Up Payments — Get started with payment processing
- Payment Methods — What payment options are available
- Managing Invoices — Sending invoices to customers