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Accounting · Payments

Money received.
Clearly accounted for.

Record payments against the invoices they settle, send payment links customers can pay online, and review transactions and payment analysis. Recurring revenue and receivables sit in the same workspace.

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Alder & Finch Supply Payment link

Invoice INV 003

Acme Corp

Total
$1,200.00
Amount paid
$600.00
Due date
Oct 30, 2026

Amount due

$600.00

Collections Sample current month
Net collected
$3,000
Outstanding balance
$3,300
Refunds
$0
Illustrative sample records. Not a live workspace.

Record it. Link it. See it.

Two ways money gets in, and one place to see it.

  1. Payments tied to invoices

    Record money received against the customer and the document it pays for.

    PAY 002$600.00 INV 003Acme Corp

  2. Payment links

    Authorized administrators and managers can manage standalone payment links from the Payments workspace.

    Panel kit deposit$500.00ActiveExpires Nov 20, 2026

  3. A clear collection picture

    Review payments alongside recurring revenue and the related accounts receivable records.

    Net collected$3,000Outstanding balance$3,300

Every receipt sits under the invoice it pays.

Payments share the invoice and customer context that accounting uses to track what has been collected.

Latest Transactions 2 matching transactions
  1. INV 001 Bluebird StudioDue Oct 15, 2026 Paid $2,400.00
    • PAY 001 Project paymentBank transfer · Oct 12, 2026 Successful −$2,400.00

    Amount due $0.00

  2. INV 003 Acme CorpDue Oct 30, 2026 Partially paid $1,200.00
    • PAY 002 Partial paymentCard · Oct 17, 2026 Successful −$600.00

    Amount due $600.00

  3. INV 002 Northwind TradersDue Oct 29, 2026 Sent $1,800.00
    • None No payment recorded yetExpected payment, due Oct 29, 2026 $0.00

    Amount due $1,800.00

  4. INV 004 Harbor Supply CoDue Oct 09, 2026 Overdue $900.00
    • None No payment recorded yetPast due since Oct 09, 2026 $0.00

    Amount due $900.00

Net collected$3,000

Outstanding balance$3,300

Total invoiced$6,300

From open balance to settled.

The payment belongs with the promise.

  1. Find the balance

    Open the customer or invoice the payment belongs to.

    Amount due

    $600.00

    INV 003 · Acme Corp

  2. Record the receipt

    Capture the payment through the accounting workflow.

    Receipt

    −$600.00

    Card, recorded against INV 003

  3. Review the result

    Follow the payment and remaining amount on the associated business record.

    Amount due

    $0.00

    PaidINV 003 now shows Paid

Example: the open balance on INV 003, one step at a time.

Receipts that fit your books.

  1. A "Deposit slip number" field

    Make it required for cash and cheque payments so deposits are easy to trace.

  2. Tell the right person

    A workflow notifies the account owner whenever a large payment arrives.

  3. Finance only access

    Use custom roles so only finance staff can see and record payments.

Controls around payments

  • Fields and layout in Studio

    Add fields such as deposit reference, relabel the screen to your words, and require the detail your bookkeeper needs.

    See Studio

  • Workflows and automations

    Start a workflow when a payment is received. Connect it to your email, chat and the apps you already use.

    See Workflows

  • Roles and permissions

    Every paid plan

    Decide who can see, create and change payments, down to records and fields, with custom roles.

    See Users and Roles

  • Agaro Agent

    Ask about your payments in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modules

    Scale and up

    When payments needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    See custom modules

  • App Builder

    Every paid plan

    Build a website, document, slides or internal app next to your payments, described in plain words.

    See App Builder

  • Open API and MCP

    Scale and up

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Read more: From lead to payment: how one record travels through your business

Before and after a payment.

Follow the amount from a claim to its settlement.

  1. Accounting

    Invoices

    The document a payment settles.
  2. Accounting

    Payments

    Money received, tied to invoices.

  3. Accounting

    Bank

    Statement lines you match to a payment.
  4. Accounting

    Reports

    Totals you can follow back to the records.