Online Payments
Blueprint Studio allows clients to pay invoices online through a secure, built-in payment system. This helps you get paid faster and provides clients with a seamless experience.
💡 Tip: You don’t need to handle payment processing directly — Blueprint Studio’s integrated payment flow manages it securely behind the scenes.
How Online Payments Work
When you send an invoice to a client, it includes a “Pay Now” button or link. Clients can review the invoice and complete payment instantly from their browser using a credit card or bank transfer (ACH).
Once payment is complete:
The invoice status updates automatically to Paid.
You receive a payment confirmation email.
The transaction appears in your project’s payment history and ledger.
Sending an Invoice for Online Payment
💡 Tip: If a client loses the email, you can resend the payment link anytime from the invoice actions menu.
Viewing Online Payments
Recording Partial or Split Payments
Clients may sometimes make multiple payments toward the same invoice. Blueprint Studio supports partial payments automatically.
💡 Tip: You can also record manual payments later to combine online and offline transactions for the same invoice.
Refunds and Adjustments
If you need to issue a refund for a payment, contact your system administrator or handle it through your payment provider’s dashboard. Once refunded, you can update the payment record in Blueprint Studio for accurate reporting.
⚠️ Note: Refunds are recorded for tracking but do not automatically move funds — they reflect the corrected balance in your reports.
Tracking Payment History
Each payment (manual or online) appears in the Payments section of your project, showing:
Date received
Invoice reference
Payment method
Amount
Client name
This provides a full financial trail for your records.
💡 Tip: Use this list to reconcile client payments with your accounting software or bank statements.
Client Experience
From the client’s perspective:
They receive a polished email with your company branding.
They click Pay Now and complete payment securely.
They receive an automatic receipt once payment is processed.
No login is required for clients to make a payment — just a secure access link.
Best Practices
Double-check invoice totals and taxes before sending for payment.
Encourage clients to use the payment link rather than mailing checks — it’s faster and more reliable.
Use descriptive invoice names (e.g., “Smith Residence – Furniture Invoice”) to make payment tracking easier.
Next Steps
Now that you’ve enabled online payments, explore how to collaborate more effectively with clients and team members in Collaboration & Communication.
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