Send, record, or refund a payment

Send invoice reminders, record external payments, and handle full or partial Stripe refunds.

Open the invoice or payment record that matches what happened, then choose the action: remind the customer, record money received elsewhere, or refund a Stripe payment.

Send an invoice or reminder

Choose your platform

Open Invoices, choose the invoice, and use its send or reminder action. Confirm the customer email before sending.

Open the invoice and choose the SMS or email reminder. Confirm the destination before sending.

Record a payment received outside Cleanr

Use Mark as paid or the external-payment action only after you have actually received the funds. Available methods include Cash, Check, Venmo, Zelle, and Other.

Recording an external payment updates the Cleanr invoice; Cleanr does not move the cash, check, Venmo, Zelle, or other external funds.

Refund a payment

Choose your platform

Open Transactions. This navigation appears after online payments are connected.
Open the Stripe payment.
Choose a full or partial refund, review the amount, and confirm.

Web refunds are handled from Transactions, not from invoice detail.

Open the invoice detail for the Stripe payment.
Choose the refund action.
Select a full or partial refund, review the amount, and confirm.

For a manually recorded payment, Cleanr shows Refund outside Cleanr. Return those funds through the original external method, then keep your records aligned.

Verify the customer, original payment, and refund amount before confirming. A partial refund should never exceed the remaining refundable Stripe amount.

Online payments

Connect Stripe and save an authorized card.

Invoices

Create the invoice from completed work.