FeaturesPayments + AR

Finance

Deposits, balances, and net-30 accounts without the chasing.

Invoices linked to events, proposals, orders. 9 payment methods. Refunds append-only. AR aging in 30/60/90 buckets. Customer-facing pay link coming with Stripe activation.

Payments + AR hero screenshot

What it does

Invoice lifecycle

draft → sent → partial → paid → refunded / void / overdue. Status auto-flips when payment ≥ total.

9 payment methods

Cash, check, card, ACH, wire, stripe, house_account, gift_card, other. Log manually or via webhook.

Refunds, append-only

Refunds never edit payments; they're a separate table with `reason`. Audit trail stays clean.

AR aging

Current / 1-30 / 31-60 / 61-90 / 90+ buckets. Filterable by customer.

Public pay link (with Stripe)

Column `invoices.public_token` already reserved. `/pay/<token>` activates on Stripe launch; zero schema churn.

Take a closer look

Payments + AR : Invoice detail

How it beats the alternative

Caterforia vs QuickBooks alone

CapabilityCaterforiaQuickBooks alone
Linked to event + proposalmanual cross-ref
House accountsbuilt inadd-on
Refund audit trailappend-onlyedit-in-place

Ship payments + ar this week.

$1 a month to start. Add AI when you're ready. Full export any time.