How payments are recorded

When a client sends you an Interac e-Transfer, Interac emails you a notification. Forward that email to your Biller forwarding address, or set up auto-forwarding so it happens on its own, and Biller records it as a payment.

From the notification, Biller reads the amount, the sender's name, the date, the Interac reference number, the message (memo), the sender's bank, and the sender's email address when the notification includes one. e-Transfer payments are always recorded in Canadian dollars.

Forwarding the email to Biller doesn't deposit the money. The notification still contains your deposit link, so deposit the transfer with your bank as usual, unless you have Autodeposit turned on.

If the same notification is forwarded twice, Biller recognises it and doesn't create a second payment.

To set up forwarding, see How email forwarding works.

If you connect a Stripe account, a Pay by card button appears on your invoices. When a client pays that way, Biller records the payment and applies it to that invoice.

Other successful charges on your connected Stripe account, like payment links or charges you create in Stripe itself, are recorded as payments too. That includes charges from before you connected. See Card payments with Stripe.

For cash, cheques, and any other money Biller can't see, record the payment yourself from the Payments page with Add payment. Manual payments can be in CAD, USD, EUR, or GBP. See Adding a payment manually.

After a payment is recorded:

• It's linked to a client. For e-Transfers and manual payments, Biller looks for a client with the same name. If there isn't one, it tries the sender's email, and if that fails it creates a new client. Card payments aren't linked to a client. See How clients are created.
• e-Transfers and outside Stripe charges are checked against your open invoices. Biller applies a payment to an invoice automatically only when the match is certain. Manual payments are never matched. See Matching payments to invoices.
• You're emailed about e-Transfers. Biller sends you a "Payment tracked" email for each new e-Transfer.

• Payments lists every payment, with tabs for This month, Last month, This quarter, This year, and All. There's also an Unread tab for payments you haven't opened yet, and a Deleted tab. You can search by name, notes, or reference, and filter by source.
• Home (your dashboard) shows recent payments and your revenue totals. See Understanding your dashboard.
• Client pages show the client's lifetime received total and a payment entry in their activity timeline.
• Invoices list any payments applied to them.

Each payment is labelled with its source: e-Transfer, Card, or Manual.