Front desks
Take it against the invoice.
A payment is taken against the invoice it settles — card, cash or transfer — and the invoice closes.
Against the invoice
AppSite Payments
Payments, reconciled.
Payments takes a payment against an invoice and posts the net, the fee and the tax to Books as they should be — the provider connected in-app, the payment matched to the invoice it settles.
Who it’s for
Anyone who takes money.
Bookkeepers
Net, fee and tax — separately.
The processor’s fee is not revenue and the tax is a liability: each posts to its own account in Books.
NetFeeTax
Owners
The provider, connected in-app.
Square is configured inside Payments — no keys in code, no separate console to remember.
SquareIn-app
Reconciliation
Every payment finds its invoice.
Payments is the settlement side of Invoice: a payment references the invoice it pays, Books receives the net, fee and tax separately, and the customer sees the same payment in the portal.
- Against the invoice — every payment settles a known bill.
- Net, fee and tax — posted to their own accounts.
- Provider in-app — Square configured inside the module.
- Books — reconciled as it happens.
- Portal — the customer sees the payment too.
- Coupons — discount codes customers apply when they pay.
From an invoice to money in the bank in three steps
Take, post, match.
Step 1 · Take
Take the payment.
Card, cash or transfer, against the invoice.
Take
Step 2 · Post
It posts three ways.
Net, fee, tax — each where it belongs.
Posted
Step 3 · Match
Match the bank line.
The deposit arrives; Books matches it.
Reconciled
Start
Payments comes with every plan.
Taking payments against invoices and posting them to Books are part of every AppSite plan.
Take a payment that reconciles itself.
Against the invoice, posted three ways, matched to the bank.