Follow-up of your Stripe payments

You have activated the Stripe payment feature and integrated online payment links into your email reminders, and your customers have already made payments. 

You need to view transaction details to reconcile the related accounting entries. The payment tracking page will be very useful for this purpose.

Access and use the payment tracking page 

Go to the menu Track > Payments. 

This page centralizes all important data related to transactions made by your customers. It offers various filtering options, allowing you to find the data that is most useful to you.

If you need to view the details of a specific transaction, click on the icon in the "View" column of the transaction to access the transaction details page. 

What do payment statuses mean in Clearnox? 

There are three payment statuses in Clearnox: "In Progress", "Paid", and "Unpaid". These statuses can be found on the Track > Payments page and in the customer account overview. 

 1. Payment status "In Progress" 

When the debtor receives the reminder email with a payment link, they can select the invoices they wish to pay and click the "Pay" button. They enter their email address and view the Stripe payment portal. 

At this point, the related entries are marked with the payment status "In Progress".

The debtor then selects the payment method they wish to use, fills in the required information, or proceeds with the transfer.

After 30 minutes of inactivity on the payment page, the selected invoices are marked back as "Unpaid".

 2. Payment status "Paid"

Once the transaction is completed, Clearnox records this information from the Stripe payment provider, and the payment status of the related invoices becomes "Paid". 

 3. Payment status "Unpaid"

If the transaction fails, the related invoices are marked with the payment status "Unpaid".

By filtering for the "Paid" status on the Track > Payments page, you can find all entries to reconcile in your accounting.