Overview

The Payments section in Wedy Pro is your financial command center. From a single place, you can see every payment you've collected, every payout sent to your bank, your full revenue history, and any invoices that are past due. Whether a client paid through a Smart Document you sent them or booked you directly through the Wedy App marketplace, every transaction flows into one unified view.

Time to complete: 5–10 minutes.

Navigate to the Payments section

In the left sidebar, click Payments. The section opens on the Financials page by default — your revenue dashboard. Use the sub-navigation at the top to switch between the four views:

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

Financials: your revenue dashboard

The Financials page gives you a business-level snapshot of your revenue — not just a list of transactions. It displays three sections that you can reorder to match how you prefer to review your finances.

Revenue Overview

The Revenue Overview chart shows two lines for any date range you choose:

Revenue — Payments actually collected from clients
Invoiced — Total amounts billed to clients (including unpaid invoices)

Use the date range picker to zoom in on a specific month, quarter, or custom period. The chart defaults to the last 30 days. Comparing Revenue against Invoiced at a glance tells you how much of your billed work has actually been paid — a quick health check for any event business.

Due & Overdue Payments

The Due & Overdue Payments table shows every invoice that is currently due or past its due date. At the top you'll see your Total Overdue amount and a color-coded aging bar that breaks down your outstanding balance into three buckets:

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 overdue payment quickly. Click any row to jump directly to that invoice's document page, where you can send a reminder or record a payment.

Completed Payments

The Completed Payments table is a full record of every payment you've successfully collected. The Method column shows how each payment was made:

Manual — Cash, check, wire transfer, or any payment you recorded manually
Bank ****XXXX — ACH bank transfer (last four digits of the bank account)
Card brand ****XXXX — Credit or debit card (last four digits)

If a client added a tip, it appears inline next to the payment amount. Click the Payment ID in any row to open the full payment details. Click the row itself to navigate to the original invoice document.

Processing fees apply to online payments: 2.9% + $0.30 per credit or debit card transaction, or 0.8% capped at $5 per bank transfer.

Customize the Financials layout

You can rearrange the three sections on the Financials page to match your workflow:

Navigate to Payments > Financials.
Click the Customize button (gear icon) in the top-right corner of the page.
The Customize Sections modal opens. Drag the sections into your preferred order.
Click Apply to save. Click Cancel to discard changes.

Your layout preference is saved to your account and persists between sessions.

Payments: view all incoming transactions

The Payments sub-page displays your complete transaction history — every payment received from clients across both your CRM invoices and your Wedy App marketplace bookings. Transactions are displayed in a unified list so you can see the full picture in one place. Both payments collected through Smart Documents and payments from Wedy App marketplace bookings appear in this unified list.

Navigate to Payments > Payments using the sub-navigation at the top of the Payments section.

Payouts: track funds sent to your bank

The Payouts page shows your complete payout history — every transfer of funds from your payment account to your bank account. Here you can also manage your payout schedule and bank account details.

Navigate to Payments > Payouts to review when each payout was initiated, what amount was transferred, and the status of each deposit.

Keep in mind that your payout amount will be lower than the original client payment — processing fees are deducted before funds are transferred to your bank. Card payments carry a 2.9% + $0.30 fee; bank transfers carry a 0.8% fee capped at $5.

Documents: tax forms and platform invoices

The Documents sub-page stores your financial records from the payment platform — including tax documents such as 1099s and invoices issued by the payment processing system. Navigate to Payments > Documents to access these records.

Note: This page holds vendor-facing financial records from your payment account. It is separate from your Wedy Smart Documents (the contracts, invoices, and proposals you send to clients).

Sync payments to QuickBooks

If your accounting software is connected in Wedy Pro, a QuickBooks column appears in the Completed Payments table on the Financials page. You can sync individual payments or enable auto-sync to keep your books up to date automatically.

Connect QuickBooks via Account > Integrations.
Navigate to Payments > Financials and scroll to Completed Payments.
For any payment showing as not yet synced, click the Sync QB button in that row.
The status updates to Syncing... while in progress, then shows Synced (green badge) on success or Pending (amber badge) if queued.

Record a manual payment

When a client pays you outside of the online payment flow — by cash, check, or wire transfer — you can record it manually from the invoice document page. Manual payments appear as Manual in the Completed Payments table.

Open the invoice from the project or by clicking the relevant row in the Due & Overdue Payments table on Financials.
On the document's response page, find the unpaid payment schedule item.
Use the Mark as Paid option to record the payment.
Enter the payment date, payment method (cash, check, wire transfer, or other), and any optional notes.
Optionally enable Notify customer to send a confirmation to the client.
Submit — the payment is immediately reflected in the Completed Payments table.

Frequently asked questions

Why does my payout amount differ from what the client paid?

Processing fees are deducted before funds reach your bank. Card payments: 2.9% + $0.30 per transaction. Bank transfers (ACH): 0.8%, capped at $5 per transaction. The difference between the client payment and your payout reflects these fees.

How long until I receive my payout?

Processing timelines differ by payment method. Card payments settle faster than ACH bank transfers — ACH takes longer to clear due to the nature of bank-to-bank transfers. After a client pays, funds are held briefly for processing before being transferred to your bank. The exact estimated arrival date for each individual payout is displayed in the Payouts page of Wedy Pro — check there to see when each transfer is expected to land in your account.

What payment statuses will I see in the Payments section?

Across the Payments section, invoices and transactions move through several states: Pending means a payment has been initiated but not yet settled — no action is needed, but the funds are not yet available. Completed means the payment has cleared and is reflected in your revenue totals. Overdue means an invoice's due date has passed without full payment — these appear in the Due & Overdue Payments table on the Financials page, where you can send a reminder or record a payment. Understanding each status at a glance helps you quickly identify which client accounts need follow-up and which are settled.

How do I track payments for a specific project?

Open the project in your Projects list and navigate to the Financials tab within the project. This gives you a per-project view of invoiced amounts, collected payments, and outstanding balances — scoped entirely to that client. For a full business-wide view, use the main Payments section. For a full walkthrough, see View Project Financials.

What do the payment method labels mean in the Completed Payments table?

Manual means the payment was recorded manually (cash, check, or wire transfer). Bank ****XXXX means the client paid via ACH bank transfer. A card brand followed by last four digits means the client paid by credit or debit card.

Can I export my payment history?

Transaction-level export is managed within the Payments sub-page, where the embedded payment interface provides export and reporting options.

Who on my team can see the Payments section?

The account Owner has full access to all payment views and settings. Admins have full access by default; the account Owner can adjust their permissions. Bookkeepers automatically receive read access to the Payments section. Members can be granted read access by the Owner — they cannot configure payment settings.

What are the two types of payments I'll see in my Payments section?

Wedy Pro consolidates two distinct payment streams: (1) payments collected through Smart Documents (invoices and proposals you send directly to CRM clients), and (2) payments from clients who booked you through the Wedy App marketplace. Both appear in one unified view, so your complete revenue picture is always in one place.