Part of the CRMThe pay page carries your nameCard, bank or wallet
The invoice goes out from the row.
The receipt comes back to it.
The origination fee is invoiced from the deal's own row. The pay page carries your name, not ours. When the wire lands the receipt lands with it, on the row the statements were read on.
Set up with the CRM, for the team. The card networks' cost plus a platform fee stated on every invoice.
What is in it
Invoices, a pay page and the receipt, in your name.
An invoice from the recordThe origination fee, the retainer, the order: invoiced from the row that knows the amount, with the customer already on it.
A pay page that is yoursCard, bank or wallet, on a page that carries your name and your mark. The customer never learns our name.
The receipt on the rowWhen it settles, the receipt lands on the row beside the invoice, and the stage that was waiting for it moves.
Payouts to your bankStripe Connect underneath: onboarding in minutes, settlement to your account, the platform fee stated up front.
Automations on moneyPaid → stage. Unpaid after a week → remind. Refunded → note the row. Every one logged where it happened.
A statement per customerWhat was invoiced, what was paid and when, on the customer's record, exportable when the accountant asks.
How it fits
Money is a row like everything else.
The $48,000 the desk priced, the $48,000 in the grid and the origination fee that was invoiced are the same figure on the same record. Reconciliation is not a task at month end; it is what the row already is.
- Same roles: who may invoice is who may see the amount
- Fees stated on the invoice, not discovered later
- Refunds and disputes handled from the row
- Set up with the CRM, for the team
01Invoice from the rowThe amount and the customer are already there.
02They pay on your pageCard or bank, under your name.
03The receipt landsOn the row, at 10:06, next to the statements the desk read.
Also in Underwrite
Read the file, judge it, price it, get paid on it.
Questions
- Whose name is on the charge?
- Yours. The pay page, the receipt and the statement descriptor carry your business, not ours.
- What does it cost?
- The card networks' cost plus a small platform fee, stated on every invoice before it is sent. No monthly minimum.
- Can customers pay by bank?
- Yes. ACH and wire are offered beside card, and a wire that arrives is matched to its invoice.
Invoice from the record.
Get paid on it.
Tell us what you invoice and to whom, and Payments is set up with the CRM.
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