Documentation Index

Fetch the complete documentation index at: https://docs.heffl.com/llms.txt

Use this file to discover all available pages before exploring further.

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Payments

Track all incoming payments from clients. Record manual payments, allocate them to invoices, and use payment links to collect online via Stripe.

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Recording a payment

1. Go to Sales > Payments Received
2. Click Add Payment
3. Fill in the payment details:

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Allocating to invoices

When recording a payment, allocate the amount to specific invoices:

1. Select the Client - their unpaid invoices appear
2. Enter the amount to allocate against each invoice
3. Any remaining amount becomes an unused credit on the client’s account

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Allocation types

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Payment methods

Configure the payment methods your business accepts.

1. Go to Settings > Payment Methods
2. Click Add Payment Method
3. Enter a name (e.g., “Bank Transfer”, “Cash”, “Credit Card”)
4. Set one as Default

The default payment method is pre-selected when creating new payments.

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Payment links (Stripe)

Collect payments online through Stripe payment links.

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Prerequisites

Connect your Stripe account in Settings > Integrations > Stripe.

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Creating a payment link

1. Open an invoice
2. Click Create Payment Link
3. Set the amount and currency
4. Share the generated link with your client

Clients can pay using credit/debit cards, bank accounts, or other Stripe-supported methods. Payment link statuses:

• Pending - Link created, awaiting payment
• Paid - Payment completed
• Failed - Payment attempt failed

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Client balance tracking

Heffl tracks each client’s financial position:

• Opening balance - Starting credit or debit balance
• Pending invoices - Total outstanding invoice amount
• Unused credits - Overpayments available for future invoices
• Net balance - Overall client balance

View a client’s balance on their contact profile under the financial section.

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FAQ