Deposit and balance on every record
Each job and booking carries what was taken and what is still owed, on the record itself.
Payments & Collections
Know what’s paid,what’s owed, and by whom.
Deposits, balances and paid-in-full tracked on every job and booking, with receipts and reminders so collections don’t depend on memory.
See it work
One view of every balance.
Total, paid and balance on every record, and a receipt the moment money lands.
| Customer | Total | Paid | Balance |
|---|---|---|---|
| Nina Baldoz | ₱18,000 | ₱6,000 | Balance due |
| Ken Alvarez | ₱9,500 | ₱9,500 | Paid in full |
| Grace Tolentino | ₱24,000 | ₱24,000 | Balance duePaid in full |
| Owen Cruz | ₱7,200 | ₱2,500 | Balance due |
| Total | ₱58,700 | ₱42,000 | ₱16,700 |
Receipt sentDeposit received ₱2,500Owen Cruz · aircon service · balance carried to the job.
Every record carries a total, a paid amount and a balance.
Illustrative. Sample business.
What’s included
The money on every record, current.
Deposits, balances, receipts and reminders attached to the job or booking they belong to.
Payment status that can’t be blank by accident
A record cannot be closed without a payment status, so nothing quietly falls out of the collections list.
Receipts sent automatically
The receipt goes out when the payment is recorded, in the channel the customer already uses.
Balance-due reminders
Outstanding balances are chased on a schedule you set, rather than when somebody remembers.
Payment links and installment tracking
A link can be sent for what is owed, and staged payments are tracked against the same record.
Collections report by week
What came in, what is still outstanding, and how long it has been outstanding for.
Setup
How we set it up.
We set the money fields on the records you already keep, then make the chasing automatic.
We map how you work today
How you take deposits, where balances are written down, and who does the chasing now.
We configure it around your rules
Deposit amounts, payment terms, reminder timing and what counts as settled.
Your team stays in charge of exceptions
Disputes, refunds and payment verification stay with a person on your team.
Who it’s for
Built for businesses that get paid in stages.
When money arrives in more than one piece, the balance has to live somewhere reliable.
Service businesses with deposits
Money taken up front, the rest collected on completion, often weeks apart.
Clinics with packages
Sessions drawn down over time against something the customer already paid for.
Installers with milestone payments
Payments tied to stages of the work rather than to a single invoice date.
FAQ
Questions we get asked.
Which payment providers do you work with?
We connect to the provider you already collect through rather than moving you. Which ones apply is confirmed in discovery, because it depends on where you are and what you sell.
What about cash and bank transfer?
They are recorded the same way. A payment logged by your team updates the balance and triggers the receipt exactly like an online one, so the record stays true regardless of how the money arrived.
Can it handle installments?
Staged payments can be tracked against one record, so the balance falls as each part lands instead of resetting. How the schedule is enforced depends on your provider and is scoped in discovery.
Can we export this for our accountant?
Yes. Payments and balances export as a plain file on whatever cut you need, and we agree the columns with whoever does your books.
Know the balance without asking anyone.
Tell us how money reaches you today and we will map the collections with you.
Trusted by founders who’ve outgrown the standard