Overview
This article explains how you can collect payments from clients through Aryeo, either using a supported payment processor (Stripe or Square) or by manually recording a payment received outside Aryeo. It also covers how to view and manage invoice details and payment statuses.
Payment Status Overview
Each order in Aryeo shows one of the following payment statuses on the Orders page:
Paid – The full balance has been received.
Unpaid – No payment has been received yet.
Partially Paid – A portion of the balance has been paid, but an outstanding balance remains.
View Invoice & Payments
You can review all payment-related details directly on the order page, under the Invoice & Payments section. This includes:
Line items on the invoice
Subtotal and net total
Payments already received
Outstanding balance
Any new payments will be deducted from the total, automatically updating the outstanding balance.
Adding Services to an Existing Order
If a client requests additional services:
Navigate to the order page.
Add the new item(s) to the existing order.
Aryeo will automatically increase the order total and recalculate the outstanding balance.
How to Collect Payments
Go to the order page.
Click the Collect Payment button.
A window will appear with these options:
Amount to Collect:
Choose Amount Due to collect the full balance.
Or enter a Custom Amount.
Payment Options:
Debit/Credit: You can use a supported payment processor that is integrated with Aryeo (Stripe or Square) to collect a payment using a debit or credit card.
Manual Payment: Record a payment manually that you received via another form of payment (e.g. cash, check, etc.). Use the dropdown menu from the Collection Source field to select the form of payment used by the client.
Click Collect Payment to finish.
FAQ
Q: What payment processors does Aryeo support?
A: Aryeo currently integrates with Stripe and Square for online payment collection via debit & credit cards.
Q: Can I manually record a payment collected outside Aryeo?
A: Yes! Use the Manual Payment option to record payments received by cash, check, or other methods.
Q: What happens if I update the order after a payment was made?
A: The outstanding balance will be automatically adjusted based on the updated total and any payments already recorded.
If you have any additional questions, please reach out to the Aryeo Support Team at [email protected] and we'll assist you!