ClickSabi Pro
Payments & Disbursements
How customers pay against a project and how disbursements are requested and reviewed.
10 articles available
10 articles
- Understanding project paymentsHow customers pay against a project, and how ClickSabi tracks it.
- Subscription billing and project payments are differentTwo separate money flows that are easy to confuse.
- Requesting a paymentRaise a request, tie it to a milestone, and record offline payments.
- Payment schedulesPlan the whole set of payments for a project up front.
- Payment statuses and recordsWhat each status means and which ones are calculated.
- Refunds, reversals and disputesHow money that comes back is recorded.
- Project funds and what is availableHow funded, refunded, reserved and available are calculated.
- Understanding provider disbursementsHow project funds reach your business, and what each status means.
- Requesting a disbursementSubmit a request with evidence, and what can block it.
- Setting up your payout accountConnect and verify the account that receives approved funds.
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