About Payments and Financials in Wedy Pro

The Payments section in Wedy Pro is your financial command center. From a single location, you can monitor your revenue at a glance, track every incoming client payment, review funds deposited to your bank, and access your tax documents — all without switching between tools.

Wedy Pro collects revenue from two distinct sources: direct client payments on invoices and proposals you send through Smart Documents, and marketplace booking payments from clients who book you through the Wedy App. Both streams appear in one unified Payments section so your entire financial picture is always in one place.

Navigating the Payments Section

To access your financial dashboard, click Payments in the left sidebar. The page opens to Financials by default — your revenue overview. Use the sub-navigation at the top to move between the four sections:

Financials — Revenue chart, overdue payments, and completed payment history
Payments — Full transaction list of all incoming client payments
Payouts — History of funds transferred to your bank account
Documents — Tax forms and payment platform invoices

Two Payment Flows: CRM and Marketplace

Wedy Pro tracks revenue from two separate sources — and understanding both helps you get the full picture of your business income.

CRM payments (Smart Documents). When you send a client an invoice or proposal through Wedy Pro's Smart Document system, they pay directly within the document portal — no separate payment link is required. As soon as the payment is processed, it appears in your Payments section and Financials dashboard.

Marketplace payments (Wedy App). When a client discovers you on the Wedy App marketplace and books one of your packages, their payment flows through the marketplace. That revenue also appears in your Wedy Pro Payments section so everything is consolidated in one view.

Both flows require a connected payment processing account. If you have not yet set one up, see Connect Your Payment Account.

Financials: Your Revenue Dashboard

The Financials page gives you a business-level snapshot of your income — not just a list of transactions. It has three sections that you can reorder to match your workflow.

To view payment status scoped to a single client engagement, open any Project and go to the Financials tab. For details, see Project Financials.

Revenue Overview

A chart showing two data lines over your chosen date range:

Revenue — Payments actually collected from clients
Invoiced — Total amounts billed (regardless of payment status)

Use the date picker to view trends over any period. The chart defaults to the last 30 days. Comparing Revenue vs. Invoiced lines instantly shows how much you have billed versus how much has actually landed.

Due & Overdue Payments

This table shows every invoice that is coming due or past due, so you can act before revenue slips through. The aging breakdown uses color-coded buckets to flag urgency:

1–30 days overdue — amber
31–60 days overdue — red
60+ days overdue — dark red

Search by client name or invoice number to find a specific outstanding balance. Click any row to open the original invoice directly — from there you can send a reminder or record a manual payment.

Completed Payments

A full history of every payment you have collected, with the Total Collected amount shown at the top. The Method column shows how each client paid:

Card — Credit or debit card (shown with card brand and last four digits)
Bank — ACH / bank transfer (shown with last four digits)
Manual — Cash, check, wire transfer, or any other method you recorded yourself

If tips were included in a payment, the tip amount appears inline next to the payment total. Click any row to open the source invoice. Click the Payment ID to open a detailed payment record.

If you use QuickBooks, a QuickBooks column appears in this table. Click Sync QB on any row to sync that payment to your accounting records. The status shows Syncing... while the sync is in progress, Pending (amber badge) if the sync is queued, Synced (green badge) once complete, or Failed if the sync encountered an error. If a sync fails, the Sync QB button reappears so you can retry. To connect QuickBooks, go to Account > Integrations.

Customizing the Financials Layout

The three Financials sections — Revenue Overview, Due & Overdue Payments, and Completed Payments — can be reordered to match how you work. To rearrange them:

Navigate to Payments > Financials.
Click the Customize button (gear icon) in the top-right corner of the page.
In the Customize Sections modal, drag each section to your preferred order.
Click Apply to save, or Cancel to discard changes.

Payments: Transaction Details

The Payments sub-section shows a detailed list of all incoming payment transactions from clients. This view is powered by your payment processing account and displays each transaction as it is processed — giving you a real-time record separate from the Financials summary view.

Payouts: Funds Sent to Your Bank

The Payouts sub-section shows every transfer from your payment processing account to your bank account. Use this view to confirm deposits have arrived, check your payout schedule, and manage your bank account settings. Payout management — including schedule configuration and bank account changes — is handled directly within the embedded payout interface.

Documents: Tax Forms and Platform Invoices

The Documents sub-section under Payments is separate from your client-facing Smart Documents. This section stores financial records issued by your payment processing account — including annual tax documents such as 1099 forms. Access this section at tax time to download the forms you need for filing.

Processing Fees

Standard processing fees apply to online client payments: 2.9% + $0.30 per credit or debit card transaction, or 0.8% capped at $5 per bank transfer (ACH). These fees are deducted before funds are deposited to your account. Manual payments (cash, check, wire) recorded by you carry no processing fee.

Recording Manual Payments

If a client pays outside the platform — by cash, check, or wire — you can still track it in Wedy Pro. Open the invoice from the client's project or from the Financials table, find the unpaid payment item on the invoice response page, and use the Mark as Paid option. Enter the payment date, method, and any notes. Optionally send the client a payment confirmation. The payment will then appear as Manual in your Completed Payments table.

Team Access to Payments

On the Elite plan, team access to the Payments section is controlled by role:

Owners — Full access to all Payments sub-sections, including configuration
Admins — Full access (configurable by the Owner)
Members — Read access only, if granted by the Owner
Bookkeepers — Read access to the Payments section by default

If a team member cannot see the Payments section, ask the account Owner to review access under Account > Team > Permissions.

Frequently asked questions

Do I need to set up a payment account before I can accept payments?

Yes. A connected payment processing account is required before clients can pay you online through Smart Documents or through the Wedy App marketplace. See Connect Your Payment Account for step-by-step setup instructions.

What payment methods can my clients use?

Clients can pay by credit card, debit card, or ACH bank transfer when paying online through your invoices or proposals. You can also record offline payments — such as cash, check, or wire transfers — manually on any invoice.

What are the processing fees?

Credit and debit card payments: 2.9% + $0.30 per transaction. Bank transfers (ACH): 0.8% capped at $5 per transaction. Manual payments carry no processing fee.

How long until client payments reach my bank?

Processing timelines depend on the payment method and your payout schedule settings. Card payments and bank transfers process at different speeds. Review your payout schedule and expected deposit dates in the Payouts section. For detailed tracking, see Track Payments, Payouts, and Revenue.

Where do I find my tax documents?

Go to Payments > Documents. Tax forms such as 1099s are available there at the end of each tax year, issued by your payment processing account.

Can I sync my payments to QuickBooks?

Yes. Connect QuickBooks via Account > Integrations. Once connected, a QuickBooks column appears in the Completed Payments table on the Financials page. Click Sync QB on any payment row to sync it. The status shows Syncing... while in progress, Pending (amber badge) if queued, Synced (green badge) once complete, or Failed if the sync encountered an error. If a sync fails, the Sync QB button reappears so you can retry. You can also enable auto-sync in your QuickBooks settings.

How do I find a payment for a specific client?

In Payments > Financials, use the search field labeled Search by name or invoice... in either the Due & Overdue Payments or Completed Payments tables to filter by client name or invoice number.

Where can I see payments for a single project?

Open the Project from your CRM sidebar and go to the Financials tab. This scopes all payment and invoice activity to that one client engagement. For a full walkthrough, see Project Financials.