Payments: a tour

A tour of Payments in Arkon One: Card & ACH via Built-in mock processor (demo) · checks, wires and cash recorded by the office and the controls you will use most.

The steps, written out

1. Open Payments from the Billing and Finance section of the left menu.
2. Narrow the list with the search box and filters (from, to).
3. Read each row: Payment #, Date, Customer, Method, Source, Status.
4. Switch to the All tab.
5. Switch to the Succeeded tab.
6. Switch to the Failed tab.
7. Switch to the Pending tab.
8. Use the Record payment button at the top of the page.
9. Use Export to download the list as a spreadsheet or PDF.

Tip

If the box says "No saved payment method on file.", press Manage cards to add one (see "How do I add a card or bank account for a customer?"). The customer can also pay themselves from the pay link. A successful charge applies to the invoice and emails a receipt; a failed one creates a Failed payment, alerts Accounts and emails the customer the pay link. A bank (ACH) payment can take 1–3 business days to clear, so it is saved as Pending and the customer sees "Bank payment submitted — it will clear in 1–3 business days." A Pending payment does not reduce the invoice balance yet. Every night the job Settle pending ACH checks pending bank payments and marks them Succeeded or Failed (with the bank's return reason, such as R01 insufficient funds or R02 account closed). That check only applies when the company is connected to the Stripe test account; with the built-in test processor ACH test accounts succeed or fail immediately.