Payments

Money received against customer job invoices. Recording a payment is not issuing a credit note and not a refund. Voiding a payment is not sending cash back.

Sales → Payments · /app/w/{workspace}/payments · capability payments · payments.view / payments.manage

Recording a payment does not mean a card network captured funds unless you configured an online gateway and that flow actually ran.

Record a payment

1. Sales → Payments → Record payment, or start from an issued invoice. Copy: Capture the amount received and optionally allocate it across open invoices.
2. Customer, amount, method, received date. Optional reference and notes. Allocate to issued invoices that still have a balance.
3. Save → status Recorded. Flash: Payment recorded. Optional Send receipt (payments.send_receipt) emails a receipt — queue and SMTP required.

Methods live under Settings → Payment methods (seeded examples: Cash, Check, Bank transfer, Card, Mobile money, Online payment, Other). You choose a method row — you do not type a free enum.

Partial and multiple

Several recorded payments can hit the same invoice. Example: Invoice total €1,000.00 · Payment €400.00 allocated → outstanding €600.00 · badge Partially paid. A second €600.00 allocation → Paid.

Allocations cannot exceed the invoice’s current outstanding (Allocation exceeds the invoice balance.). After credits, the cap is the net remaining, not the original PDF total.

The payment amount may be larger than the sum of allocations. Help: Leftover stays unallocated. Unallocated remainder is not a customer wallet and does not apply to future invoices by itself. You cannot record a negative amount. Zero is rejected.

Void (not a refund)

Void payment (payments.void). Confirm: Allocations are removed and invoice balances are restored. This is not a refund. Status Voided. There is no delete and no reverse/refund action. Metadata can be edited on a Recorded payment; Voided cannot.

Balance

Gross invoiced − issued credits = net invoiced, minus recorded payments = outstanding. If payments > net: outstanding €0.00 and Over-collected. Veldriq does not refund the difference.

Online pay (tenant merchant)

Settings → Online payments · online_payments.manage. Copy: Configure how your customers pay your invoices online. Payments are processed through your own provider account and funds go to your merchant account.

That is not Plan & billing Stripe (what the workspace pays the platform). Customer checkout uses /i/{token} → Pay online when a provider is Ready. Eligibility: issued invoice, outstanding > 0, amount ≤ balance.

Manual Record payment in the office does not send the staff “customer paid” alert. Gateway checkout does.

What-if

If the payment was rejected: invoice not Issued, or already Void; allocation larger than outstanding (including after credit notes); missing payments.manage or capability off; you tried a Plan invoice.

If you treat leftover as store credit: it is not. Allocate later yourself or leave it unallocated.

Related: Invoices, Credit notes, Finance troubleshooting.