What is the Payment Center?

Inperium Sell brings transparency to your payment operations. Create invoices and payment plans as well as keep track of processed payments.

The Payment Center dashboard organizes your payment-related data.

Invoices: bills you issue to customers based the deal
Payments: money transfers associated with invoices or contacts
Payment plans: upcoming payments as planned in the invoice terms, for reference only

The Payment Center is available starting with the Professional plan.

Invoices

Go to the Payment Center and select the Invoices tab to create new or review existing invoices. For each invoice, you can see the following information:

Invoice number: a unique invoice number
Contact: the client associated with this invoice and deal
Date: the date the invoice was issued
Due date: the date by which the invoice must be paid
Paid: the amount the client has paid so far
Due: the remaining balance to be paid before the due date
Total: the amount issued in the invoice
Status: the state the invoice is currently in, such as Paid, Overdue, or Open

Drill down to an invoice to see more details, check completed payments, and make new payments.

Payments

Go to the Payments tab to see the payments associated with invoices or contacts and create new payments.

Contact: the client who made a payment
Amount: the exact amount paid. Note that clients may opt to pay for services in parts and split the invoice into several payments.
Invoice number (optional): the invoice associated with this payment
Date: the date the payment was made
Payment method: how the funds got transferred

Important: Please note that payments made in cash, via wire transfers, or with checks do not appear in Inperium Sell automatically. When a client pays the balance, you should manually add payment to the system.

To receive credit card payments, proceed to Product settings - Integrations to set up an integration with Stripe or register a Stripe terminal.

Payment plans

Proceed to the Payment plans to see upcoming payments as scheduled in invoices.

The planned payments list and payment dates are for reference only. Customers can make payments for any amount and on any date.

Invoice number: the invoice reference number
Amount: the amount the customer is supposed to pay
Payment method: the recommended payment method for a customer
Payment date: the date the payment is scheduled
Contact name: the client associated with the invoice and deal

To check payments for a specific invoice, click on the planned payment to proceed to invoice details.