Take payments, refund, follow every balance
Card on a reader, Interac, cash, transfer or cheque: the till and the invoices feed the same ledger, and refunds leave their credit note in it.
Four ways to get paid, one ledger
By card at the counter, by Interac, in cash, or by recording the transfer or cheque received against an invoice: every payment lands in the same place, attached to its invoice or its receipt.
Take payment at the counter
The InnoBooks till takes card payments on a Stripe Terminal reader, Interac and cash. The sale, its taxes and its payment method reach your books with no re-entry.
- Card on a Stripe Terminal reader
- Interac and cash, with the change to give back calculated
- Tip asked at payment time and credited to the server
- Receipt printed, emailed or texted
Record the payment of an invoice
Your client sends a transfer, a cheque, or pays you on the spot: you record the payment against the invoice, in full or in part, with its method, date and reference. The invoice balance follows on its own.
Refunds and credit notes
Refund a sale in full, for part of it, or item by item. InnoBooks issues the credit note and reports the operation to MEV-WEB, like the original sale. Sending the money back to the card itself is done from your Stripe dashboard.
- Full, partial or per-item refund
- Reason required, kept with the receipt
- A receipt is voided rather than deleted
- Credit note reported to MEV-WEB
The payment, in a few clicks
- Record a payment in just a few clicks
- Link each payment to one or more invoices
- Choose from multiple payment methods
- Add notes and references to each transaction
Payment history and tracking
- View the complete history by client or invoice
- Filter payments by date, amount or method
- Quickly find any past payment
- Export your data for accounting purposes
Manage outstanding balances
- Record partial payments on your invoices
- Automatically track the remaining balance due
- Clear view of partially paid invoices
- Easily follow up with clients for outstanding amounts
Your Stripe account, connected from the settings
Card payments go through Stripe. You connect your account from the InnoBooks settings: the sign-up happens at Stripe, and your payouts land in your own bank account. Stripe's processing fees apply.
- Sign-up at Stripe, no key to copy
- Your Stripe account and dashboard stay yours
- A card reader is paired from the application
- Payouts to your own bank account
Ready to simplify your payments?
Designed and built in Québec, InnoBooks links every payment to its invoice and keeps your balances up to date.
See also
- Billing — Create, send and track your invoices in seconds.
- Recurring invoices and expenses — An invoice or an expense set up once, created again every period.
- Estimates and Quotes — Create and send professional estimates to your clients.
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