Finance
Invoices your clients pay online, straight to your Stripe, and the time you track for them.
- finance
- invoices
- time
- stripe
Finance is where you bill your work and get paid. It has two views, switched at the center of the page header: Invoices and Time. Clients pay invoices online through your own Stripe account. On Basic, Plya keeps 2% of each online payment, and Studio has no Plya fee.
You can draft and preview invoices before Stripe is connected. A banner above the invoices says where Stripe is, and Plya asks you to connect when you send one.
Main concepts
| Term | What it means |
|---|---|
| Invoice | A bill for a client, with line items, a total and a due date. It moves from Draft to Sent to Paid, or to Void |
| Line item | One row on an invoice: description, quantity, rate and amount |
| Pay page | The page your client opens from the invoice email. It shows the invoice and takes the payment |
| Time entry | Time you worked, on a project or not, marked Billable or Internal |
| Ready to bill | Billable time that isn't on an invoice yet |
| Stripe Connect | How Plya links your own Stripe account, so payments land with you |
Invoice statuses
| Status | What it means |
|---|---|
| Draft | Still being written. Saves as you type. Only drafts can be deleted |
| Sent | Sent by email or by link. Locked: move it back to draft to change it |
| Overdue | Sent, and past its due date. The header shows how many days |
| Paid | Paid on the pay page, or marked paid by you |
| Void | Canceled after sending. No longer payable |
How Finance connects to the rest of Plya
- Projects: a project has an Invoices tab and a Time tab. Picking a project on a new invoice fills in its unbilled time and its client.
- Network: an invoice's client is a contact or an organization. Their email, phone and address come from Network, and edits on the invoice save back to their record. Contacts and organizations have an Invoices tab.
- Ash: Ash can draft invoices, log time and run the timer. It asks before it sends an invoice, marks one paid or deletes one. When Ash marks an invoice paid, your client gets a receipt and your studio is notified, the same as Mark paid.
- Sidebar: a running timer shows in the sidebar on every page, and in the top bar on a phone.
Where the numbers are
At the top of the invoice list: Outstanding (sent and unpaid), Collected this year, and Draft. On a project's Invoices tab: Invoiced and Outstanding. On its Time tab: Time logged, Billable and Ready to bill.
Every Invoices tab, on a project, contact or organization, also shows Collected: everything paid on its invoices, from any year. When a project has a Value, a bar under the numbers shows how much of it has come in.
Finance is in US accounts on Stripe for now, and each studio bills in one currency: USD, CAD, EUR, GBP or AUD.
Related
How do I connect Stripe?
Link your Stripe account so clients can pay online.
How do I create an invoice?
Line items, a client, and time pulled in from a project.
How do I send an invoice?
Email it, copy the link, or download a PDF.
How do I track time?
The timer, logging time after the fact, and the week view.
Finance troubleshooting
Stripe, sending and payment problems, with fixes.
Need a person? or email support@plya.app.