Client Payments

See who has paid, ask for a payment and change a client's tier.

Step By Step

1. Open the Money tab. Client Payments shows Paid Up or Payment Due for each client.
2. Open a client and tap Request Payment. They get a payment card in their chat and a notification.
3. Tap Change Tier to move a client to a different price. You're told what happens and when.
4. A failed payment shows under Needs Attention.

Good To Know

• The client's payment panel shows their price and when it renews, for example Paid · £100 Per Month · Renews 2 Dec 2026.

How It Works

Payment status comes straight from Stripe, so Paid Up means Stripe has taken the money. A tier change waits for the client where it needs their agreement, and their payment history lists every payment and refund.

Common Questions

A client says they paid but shows Payment Due.

Give it a moment: the status changes once Stripe confirms the payment.

Where else can I see payments?

In your own Stripe Dashboard: tap Manage In Stripe on the Money tab.

In the demo, requesting payments and changing tiers shows Available In Your Trial.

Try It In The Demo