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Billing and payments

Invoices, payment methods, pre-authorized debit (ACSS/PAD), late fees, taxes, promotions, and deposits.

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Articles

Issue a refund on an invoiceRefund all or part of a paid invoice: a real Stripe refund to the original payment method, partial refunds, reasons, and the difference from Mark as refunded.
Bill a full year up frontInvoice a full year of rent up front: create a manual invoice for the year, collect it, then credit the customer's balance so every monthly invoice settles automatically.
Record an offline payment on an invoiceRecord a payment received outside Stripe on a Stortech invoice, choose the offline method, and verify the paid status, activity, and receipt.
Security deposit in cash or by chequeCollect an offline security deposit (cheque, cash, Interac) on a manual booking.
Company name on invoicesAdd a business customer's company name to their contact record so it appears automatically on their future invoices.
InvoicesView, filter, and open Stortech invoices: statuses, applied payments, manual invoices, offline payments, and refunds.
CC additional recipients on invoicesAdd extra email addresses to a contact's record so they receive a copy (CC) of their payment receipts and invoice reminders.
Understanding a payment receiptHow to read the lines on an automatic payment receipt: the 'Billing adjustment' line and the prorated first payment for first-of-month billing.
TaxesConfigure the taxes your facility automatically applies to rent invoices, fees, and manual invoices: GST and QST in Quebec, GST, HST, or PST elsewhere in Canada. The taxes you set…
Deposit settlementWhen a customer moves out, decide what happens to their security deposit: full refund, partial refund with a reason, or full withholding, from the rental's Deposits tab.
PromotionsConfigure promo codes your customers can apply at checkout, or that you apply yourself to a rental, to discount rent for a defined period. Three duration types are possible: one-time,…
Pre-authorized debit (ACSS / PAD)Pre-authorized debit (PAD in Canada, ACSS in Stripe) is a Canadian pre-authorized bank debit payment method. It's cheaper than card (lower Stripe fees), but slower: verifying the bank account and...
Protection plansConfigure an optional monthly fee your customer picks at signup. Stortech provides the billing tool; the plan's content and legal framing are yours.
Payment methods and autopayAdd a card for a customer, invite the customer to set up their own payment, and manage default payment methods for autopay in Stortech.
Fees & ChargesThe Fees & Charges page is where you configure all the one-off or recurring fees your facility bills on top of rent: admin fees, monthly...
Late feesLearn how late fees are configured, when the warning email is sent, when the fee is charged, and how to fix a fee applied by mistake.
Manual invoicesA manual invoice is an invoice you create on demand, outside the regular subscription cycle of a rental. It's the tool for billing a one-off service like a lock cut,…
Sync with QuickBooks (or export)Connect QuickBooks Online to automatically push Stortech invoices, or export your data via Stripe for another accounting software.

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Reports5 articlesFinancial and operational reports for your facility.