Payments
Accept online payments via Stripe. Create payment links, track all transactions, and see payment status directly in the dashboard. Payments integrate with the CRM — when a Stripe payment completes, the linked invoice is automatically marked as paid.
Revenue Dashboard
The Payments tab opens with a revenue overview:
| Metric | Description |
|---|---|
| Total revenue | Sum of all successful payments for the selected period |
| Transaction count | Number of completed payments |
| Average payment | Mean transaction value |
| Revenue trend | Interactive chart showing revenue over time |
Use the date range picker to view daily, weekly, or monthly revenue trends.
Payment Links
Create shareable payment links for any amount:
- Click + Payment Link
- Enter the amount, description, and optional reference (e.g. invoice number)
- A Stripe Checkout link is generated instantly
- Share via email, WhatsApp, SMS, or any messaging channel
Payment links support:
- Credit card — Visa, Mastercard, American Express
- iDEAL — Dutch bank payments (widely used in the Netherlands)
- Bancontact — Belgian bank payments
- SEPA Direct Debit — European bank transfers
Transaction Tracking
View all transactions in a searchable, filterable table:
| Column | Description |
|---|---|
| Date | Transaction timestamp |
| Description | Payment description or reference |
| Amount | Payment amount (EUR) |
| Status | Succeeded, pending, failed, or refunded |
| Method | Payment method used (card, iDEAL, etc.) |
| Stripe ID | Link to the transaction in Stripe Dashboard |
Filter by status or date range to find specific transactions.
Invoice Integration
Payments and CRM invoices are linked:
- When you send a CRM invoice with a Stripe payment link, the payment is tracked
- When the payment succeeds, the invoice status is automatically updated to Paid
- The deal associated with the invoice can auto-advance to Gewonnen (if stage automations are enabled)
This creates a seamless flow: Quote → Invoice → Payment → Deal Won.
Payment Method Breakdown
A visual chart shows which payment methods your clients prefer:
- Card — Credit/debit card payments
- iDEAL — Dutch bank transfers
- Other — Bancontact, SEPA, etc.
Use this to understand your clients' preferences and optimize checkout flows.
How It Works
A Cloudflare Worker (wf-stripe-sync) syncs payment data from the Stripe API:
- Webhook listener — Receives real-time payment events from Stripe
- Daily sync — Pulls transaction history and reconciles with local records
- Invoice matching — Links Stripe payments to CRM invoices by reference ID
Data is stored in the payments schema in Supabase with client_id for multi-tenant isolation.