Wallet

The Wallet is your money's home inside NBOUND: where invoices get paid, refunds get issued, payouts land in your bank, and the ledger tells the truth about all of it.

From job to payment

Work flows from estimate to work order to invoice without entering the same information twice. The customer can accept an estimate online, which creates the linked work order. After the work order is completed, your team can create a draft invoice from the Job Hub, then review and send it with the related line items, location, and job history attached.

• Payment plans for big tickets. Split a large invoice into scheduled installments; each one bills automatically and tracks against the plan.
• Refunds, done right. Refunds require Wallet access and explicit refund permission. They are validated against the amount paid, protected against duplicate submission, and recorded for audit.
• Payouts through Stripe. Connected account payout availability and timing are determined by Stripe and your account configuration.

Access that respects roles

Wallet access is permission based. Owners can manage sensitive bank and payout settings. Other members can be granted Wallet visibility or refund capability within the organization's access rules. Sensitive financial details remain restricted in server responses, rather than merely hidden in the client interface.

A ledger you can interrogate

Every invoice, payment, refund, and subscription is attributed to a location and can be filtered. Ask Perseus about outstanding balances or revenue, and it reads the same sanitized ledger without exposing card or bank data.

Money you can see is money you can manage.

Subscriptions and promotions

Recurring plans and discount promotions live in the same Stripe backed workspace that CRM Memberships use, so the catalog does not need to be set up twice.