Communication
One payments ledger for invoices, bookings, subscriptions, and orders.
Every successful charge lands in a single workspace table, filter by source, status, or free-text search, see succeeded totals per currency, open a detail view with provider context, and jump straight back to the invoice, booking, subscription, or order that started it.
Revenue should not require four browser tabs and a spreadsheet.
Stripe card charges and manual entries normalize into the same statuses and amounts, so finance reviews one timeline while sales still works from the objects they already manage.
Every source, one stream
Invoice, booking, subscription, and order payments in one list
Workspace payments pull from the places money actually moves: paid invoices, booking pages, recurring contact subscriptions, and orders, each row carries a source label and a deep link when you need the full story.
Statuses you can reconcile
Succeeded, pending, failed, refunded, and more, at a glance
The same lifecycle vocabulary applies across channels, whether the provider is Stripe or a manual bank entry, so month-end review means filtering by outcome, not translating vendor jargon.
Rollups that respect FX
Succeeded totals split by currency plus live filter counts
Summary tiles add up successful captures per ISO currency while you slice the grid, so a mixed-currency workspace still answers “how much cleared?” without exporting to Excel first.
Drill down, then act
Detail pages, contacts, source links, and sidebar pin
Open any row for breadcrumbs, metadata, and tabs when you need proof for support, jump to the payer contact, follow the link back to the originating record, pin Payments to your sidebar, or start an automation from the same billing context.
A reliable CRM for my law firm, clear interface, regular updates, and performance that matches how legal practice actually works day to day.
CEO · Leggado.Digital