Wallet

Wallet

Estimates, invoices, payment plans, refunds, and payouts. Every number in one place.

Wallet

HOW IT WORKS.

01Quote

They accept online.

The customer approves the estimate and the work order creates itself.

02. Bill

No retyping.

Draft the invoice off the finished work order, line items and job history already attached.

03. Split

Big tickets close.

Break a large invoice into installments that bill themselves and track against the plan.

04. Bank

The money lands.

Payments, refunds, and payouts all sit in one ledger you can filter by location.

Wallet

Where invoices get paid, refunds get issued, and payouts hit your bank.

Get paid

  • Estimate to work order to invoice, no retyping.
  • Customers accept online, and the work order creates itself.
  • Payment plans split big tickets into installments that bill themselves.
  • Payouts through Stripe on your account's schedule.

Stay straight

  • Refunds are checked against what was actually paid, and can't be double submitted.
  • One ledger for every invoice, payment, refund, and subscription, filterable by location.
  • Ask Perseus about revenue or outstanding balances.

Locked down

  • Wallet access is a permission, not a preference.
  • Owners handle bank and payout settings.
  • Sensitive data is stripped server side, not just hidden on screen.

Recurring plans and discounts share the Stripe workspace memberships use, so you build the catalog once.

Wallet | Resources Library | NBOUND