Managing Processed Transactions

Creating receipts

Once a payment has been completed in the payment portal, a receipt will automatically be created in Moveware against the invoice or customer as appropriate. Pictured below is a receipts recorded in Moveware showing the receipt id along with the receipt information.

The transaction will be receipted to undeposited funds and will be shown in Bank Deposits screen, where it will sit while processing. Once the payment clears, Stripe will pay the funds into your nominated bank account. The corresponding transactions can be selected and posted to the bank account from Bank Deposits.

Stripe Transaction Notifications

Moveware will notify the user when a transaction has been processed successfully or when there is an error. When configured, this will popup on the users screen automatically .

Bank Deposits

All Stripe payments will be written into the bank deposits screen in Moveware. By going to Banking -> Bank Deposits. Stripe transactions will sit here until Stripe deposits transfers them to your bank account as a lump sum amount. Once this happens, the user can select the transactions in the bank deposits screen, and post them to the bank account. The total of the transactions selected in this screen should match to total Stripe has deposited to your bank account. The user can always login to Stripe and view the amounts Stripe has paid to them, if they need more information.

Checking Transaction Status

In addition to notifications, users can view the event log to locate a list of transactions which have been passed into Moveware. These can be found by navigating to the invoice or job in question. These events will show the status of the transaction and the journal they are associated with.

Finally, users can log into their Stripe portal to get a list of payments which have been processed through Stripe. Unless you have received an error notification, the transactions in Stripe and Moveware should match perfectly.