Every payment,and what you keep.
Products, subscriptions, invoices and deposits — every payment a client makes appears here the moment it goes through, with exactly what you keep from it.
Included inFree trialSoloGrowthEnterprise
flow.pexally.com/aster-vale/finance
How it works
Finance, step by step.
Every payment a client makes, in one place. These are the same steps you will see inside Flow, in the guide at the top of Finance.
- 01Every payment a client makesA product bought, a subscription charge and every renewal, an invoice paid, a deposit on a signed quote — each appears the moment it goes through, with a tab for each kind.
- 02Amount, and RevenueAmount is what the client paid. Revenue is what you keep: after the processing fee, and after anything refunded.
- 03Open a payment for its detailSee who paid, for what, and how.
- 04Send money backAn owner or admin can refund a card payment — all of it or part. It goes back to the card that paid.
- 05Revenue clears to your walletIt waits a few days in clearing, then moves to your balance in Wallet.
- Pexally is the seller of record, so disputes come to Pexally first — and are answered with the evidence each sale keeps.
- Finance and Wallet stay open even if your plan lapses.
Why it is better in Flow
What makes Finance different.
- One ledgerEvery kind of payment in one list, with a tab for each kind.
- What you keepRevenue after fees and refunds, beside what the client paid.
- Refunds in a clickFull or partial, straight back to the card that paid.
- Disputes handledPexally answers disputes with the delivery evidence each sale keeps.
Questions
About Finance.
Is Finance available if my plan lapses?
Yes. Finance and your Wallet always stay open, so you can see and take out what you have earned.
Who can issue refunds?
The workspace owner and admins.
Works with