Payments

Accept online payments from your stakeholders using Stripe or PayPal.

Setting Up Payments

Connect Stripe

1. Go to Group Settings → Payments
2. Click "Connect Stripe"
3. Complete the Stripe onboarding process
4. Once connected, stakeholders can pay with cards

Connect PayPal

1. Go to Group Settings → Payments
2. Click "Connect PayPal"
3. Log in to your PayPal business account
4. Authorize Bohios to accept payments

Note: You can have both Stripe and PayPal active. Stakeholders choose their preferred method.

How Card Payments Work

1. Stakeholder receives an invoice email notification
2. They log into their account to view their invoices
3. Next to the invoice in the list, they click the "Pay Invoice" button
4. They choose their preferred payment method (Stripe or PayPal)
5. After completing the transaction, the invoice is automatically marked as paid
6. Both the manager and stakeholder receive a confirmation

Manual Payments (Cash or Bank Transfer)

Stakeholders can also report manual payments like cash or bank transfers:

1. Log into the account and click "Pay Invoice"
2. Choose "Cash" or "Bank Transfer"
3. Enter the amount paid and any relevant notes (e.g., "Paid at office" or "Bank Reference #123")
4. Click "Submit Payment"
5. The invoice status will change to "Pending Approval"

Manager Approval

When a manual payment is submitted:

• The manager is notified of the pending payment
• The manager must verify they have received the funds
• Once verified, the manager clicks "Approve" on the payment
• Only after manager approval is the invoice marked as "Paid"

Partial Payments

If a stakeholder pays less than the full amount:

• The invoice remains "Sent" until fully paid
• The remaining balance is tracked
• Once total payments equal the invoice amount, the status changes to "Paid"

Credit Notes (Adjustments & Refunds)

To reduce the amount owed on an invoice:

1. Open the invoice
2. Click "Create Credit Note"
3. Enter the credit amount and reason
4. The credit note is applied to the invoice total

Credit notes are used for:

• Refunds or adjustments
• Discounts after invoice is issued
• Billing corrections

Viewing Payments

To see payments made for an invoice:

1. Go to the unit detail page
2. Open the invoice
3. View all payments linked to that invoice