Payments

What the Home says, checked against the app — 8 backed · 5 partly · 3 not verified · 1 new since the last check

• Partly livePayments posts the net amount, the processor fee and the tax to separate accounts in Books, with the fee not treated as revenue and the tax treated as a liability.Repaired — the code was fixed and merged: Type/scope-check GL overrides so fee and tax can't land in revenue; add split tests and npm test. PR ↗ · diff ↗ Re-checked Oct 15, 8:50 a.m., after the fix: still only partly backed.
• Backed by the appSquare is configured as the payment provider inside the Payments module, with no keys in code and no separate console.
• Backed by the appA payment is matched to its invoice through a built-in invoice lookup search rather than a copied invoice number.
• Backed by the appEach payment is recorded against the bank account it actually arrived in.Repaired — the code was fixed and merged: Payments get a bankAccountId link, chosen in the editor; picking one syncs its GL account; list shows it. PR ↗ · diff ↗ Re-checked Oct 15, 8:50 a.m., after the fix: backed by the app ✓.
• Partly liveRecording a payment updates both the invoice balance owed and the bank balance held at the same time.Why: The invoice balance owed updates automatically, but no code shown updates a bank balance held at the same moment.
• Backed by the appEach payment posts to an account on the master chart of accounts, scoped to its division.
• Backed by the appMultiple bank accounts can be maintained within the Payments module.
• Backed by the appPayments can be taken by card, cash or transfer against an invoice, and the invoice closes when settled.
• Partly liveCustomers see the same payment in the customer portal.Repaired — the code was fixed and merged: Invoice write-back now carries a paymentsReceived list so the portal can show each payment. PR ↗ · diff ↗ Re-checked Oct 15, 8:50 a.m., after the fix: still only partly backed.
• Partly liveCustomers can apply discount coupon codes when they pay.Why: Coupons can be managed, but no code shown lets a customer apply a code at payment or increments redemptions.
• Backed by the appWhen the deposit arrives, Books matches the bank line to the payment.
• Partly livePayments are reconciled in Books as they happen.Why: Reconciliation tasks close and bank feeds sync automatically, but ledger reconciliation itself lives in Books.
• Backed by the appThe Payments module uses the same tenant identity, permissions and shared records as the rest of AppSite.
• Not checked yetTaking payments against invoices and posting them to Books is included in every AppSite plan.Repaired — the code was fixed and merged: Replace unverifiable 'every plan' claim in Payments Home band with a pointer to the plans page. PR ↗ · diff ↗ Re-checked Oct 15, 8:50 a.m., after the fix: not checkable by a scan (content, not code).
• Not checked yetA free AppSite OPS Level 1 course set covering Books, Invoicing, Payments and Expenses opens in Training.Why: Content, not code: this names a specific course set and its pricing.
• Not checked yetNEWThe AppSite OPS Certificate is earned level by level in Training across three levels and 15 courses, included free.Why: Content, not code: this names a specific certificate, its levels and its course count.