Payment
A payment is a transfer of money between you and a customer or vendor. In Peasy, payments are tracked for both sides — money received from customers (against invoices) and money sent to vendors (against bills).
How It Works in Peasy
- View all payments from Configure > Payments > History
- Incoming payments are linked to invoices and reduce what a customer owes
- Outgoing payments are linked to bills and reduce what you owe a vendor
- Payments can be made via ACH, card, or recorded as external payments
- Each payment has a status: Pending, Confirmed, Settled, Failed, or Reversed
- Payment history provides a full ledger of all money movement
Why It Matters
Payments are how money actually moves in your business. Tracking them in Peasy alongside your orders, invoices, and bills gives you a complete picture of your cash flow and ensures no payment falls through the cracks.