Help CenterCore Features

Payments Ledger

See every payment across all projects in one ledger — manual and Stripe — with filters, an audit trail, and clear edit rules.

Last updated 2026-07-07

Every Payment in One Place

The Financials → Payments ledger lists every payment you've received across all projects, grouped by status — pending, completed, disputed, failed — with columns for the contact, project, method, source, and which invoice it applied to.

Finding Payments

Filter by date range, status, source (manual vs Stripe), or payment method, and search by contact, project, or reference. Sort by date or amount to reconcile quickly.

Editing Rules

Manually-recorded payments can have their date, method, reference, and notes edited; to change an amount, delete and re-record it. Stripe payments are locked — Stripe manages them, so you issue a refund rather than editing, and the refund posts back as a negative row.

Payment Detail

Click any payment to see its full detail: how much applied to each invoice, any unapplied credit, the audit trail, and a link to open it in the Stripe dashboard when applicable.