01PAID
A payment closes the loop.
A successful payment updates the invoice and receivable, and can let dependent work continue where your process requires payment first.
INTEGRATION · STRIPE
Collect client payments with Stripe, with the invoice and the work attached.
When a client pays, the invoice closes and the account is current. When a payment fails, the account owner sees it with the delivery and relationship context. With Stripe connected, Voyager ties payments to the invoices, orders and work behind them.
The connection at a glance
What Stripe adds to Voyager.
- Context Voyager receives
- Payment status for Voyager invoices and orders, such as successful, failed and refunded payments, where the connection allows.
- Actions, where authorized
- Where the connection and your authority policy allow, Voyager can request client payment against an invoice and initiate refunds within your approval thresholds.
- Permissions and scope
- Access follows the Stripe account authorization and scopes granted. Refunds and credits follow your approval thresholds.
- Workflows it supports
- Milestone invoices paid online, failed-payment follow-up with account context, refund requests routed for approval, and payment reconciliation.
- Voyager's own equivalent
- Voyager's receivables, invoices, payment status, refunds, credits and reconciliation. Stripe processes the payment.
- Keep it, replace it, or both
- Stripe remains your payment processor. Voyager runs the finance operations around the payment.
02NOT PAID
A failed payment is handled with context.
Collections follow-up is prepared with what is happening in the account, so a strained relationship is not treated like a routine reminder.
03REFUNDS
Refunds within your approval thresholds.
Refund and credit requests route for approval under your thresholds, and each approval is recorded.
CONNECTION QUESTIONS
What to know before you connect.
- Does Voyager replace Stripe?
- No. Stripe processes payments. Voyager handles invoicing, receivables, approvals and follow-up around them.
- Can Voyager issue refunds?
- Where the connection allows, within your approval thresholds.
- Can we also use PayPal?
- Yes. Voyager connects to both Stripe and PayPal for client payments.
Get started
Start with one responsibility that matters.
Start with one responsibility that depends on this system. Keep it connected, run the capability natively in Voyager, or both. What Voyager can see and change always follows the permissions you grant.