ClickSabi Pro
Payments & Disbursements
Understanding project payments
How customers pay against a project, and how ClickSabi tracks it.
Payments belong to a project
A payment request is raised against a project, so what was asked for, what was paid and what is outstanding is visible in the project record.
Payments views
The Payments area groups work into Outstanding, Due soon, Overdue, Paid and Drafts.
What the customer sees
A connected customer sees the payment request in their own ClickSabi account and pays there. The project shows you the resulting status.
ClickSabi is not a bank
ClickSabi records project payments and routes them through its payment provider. It is not a bank, a trust account, a custodian or a money transmitter, and does not hold funds in that capacity.
Related articles
- Payments & DisbursementsRequesting a paymentRaise a request, tie it to a milestone, and record offline payments.
- Payments & DisbursementsPayment statuses and recordsWhat each status means and which ones are calculated.
- Payments & DisbursementsUnderstanding provider disbursementsHow project funds reach your business, and what each status means.
- Payments & DisbursementsSubscription billing and project payments are differentTwo separate money flows that are easy to confuse.
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