Sales & Payments

Sales & Payments lets you accept payments online, send invoices, create payment links, and manage your customers — all directly from your Tailor dashboard. Payments are processed securely through Stripe.

What's included

• Invoices: Send one-time or recurring invoices (weekly, bi-weekly, monthly, yearly) directly to customers.
• Payment links: Create shareable payment URLs or QR codes that customers can use to pay instantly.
• Customer management: Add and manage your customer list.
• Transactions & payouts: Track all incoming payments, view your balance, and withdraw funds to your bank account.
• Tax collection: Automatically collect tax on payments via Stripe.
• Reporting: Export transaction data as CSV; view fees in the Fees Report.
• Customization: Upload your logo and set brand colors for receipts, invoices, and emails.

Requirements & Limitations

• Region: Available only in the US.
• Stripe onboarding required: All payment features are locked until Stripe onboarding is complete.
• Bank account required: A connected bank account or supported payout method is required to accept live payments and receive payouts.
• Invoices: Sending invoices to collect payments from customers is no longer part of the Bookkeeping tool. For that, use Sales & Payments.

Getting started

Step 1: Complete Stripe onboarding

Before you can accept payments or receive payouts, you must complete Stripe onboarding from your Tailor dashboard.

1. Navigate to Sales & Payments in your Tailor dashboard sidebar.
2. Follow the on-screen steps to provide your business information and verify your identity.
3. Connect a bank account or supported payout method.

Verification usually takes just a few minutes. In some cases, Stripe may request additional documents, which can extend the timeline. Once onboarding is complete, all payment features unlock automatically.

Step 2: Set up your account settings

Before sending your first invoice or payment link, take a moment to configure your account appearance.

1. Go to Sales & Payments → Settings → Account settings.
2. Upload your logo.
3. Set your Brand color (used on receipts and invoices).
4. Set your Accent color (used as a background on emails).
5. Confirm your business name and other business details.

Step 3: Start accepting payments

Once onboarding is complete, you have access to the full Sales & Payments feature set:

• Create and send invoices
• Generate payment links
• Manage customers
• Track transactions and payouts

Invoices

Create an invoice

1. Go to Invoices → New invoice.
2. Select an existing customer, or click Add new customer to add one. The First Name and Last Name fields can also be used for company names — the invoice will show "Bill to" regardless of whether it's an individual or a business.
3. Set the issue date and due date.
4. Click + Add item to add your products or services as line items. The invoice total updates live as you add items.
5. Optionally, add a discount, shipping, or tax. Note: adding an address is optional, but required if you want to add tax — the system calculates tax based on location.
6. Click Send to email the invoice to your customer, or Save as draft to finish later.

Send an invoice to multiple recipients

When creating an invoice, only one customer can be added directly. To share it with additional recipients:

• Download a PDF version of the invoice and send it manually to additional email addresses, or
• Share a direct link to the invoice.

Set up recurring invoices

If a customer purchases a recurring product or service, you can set up recurring invoices to be sent automatically. Recurring invoices can be scheduled: weekly, bi-weekly, monthly, or yearly.

Edit an invoice

You can edit an invoice after it has been sent, but only before it is marked as Open, Paid, or Void. Once an invoice reaches one of those statuses, editing is locked.

Payment links

Create a payment link

Payment links let you share a secure, Stripe-hosted checkout page with customers.

1. Go to Payment Links → New payment link.
2. Select an existing product, or click Create new to add one. You can bundle multiple products into a single link.
3. Configure your options: quantity, tax, shipping, usage limit, or expiration date.
4. Choose what happens after payment — show a confirmation page, or redirect to your own URL.
5. Copy your link or download the QR code to share with customers.

Limit or expire a payment link

When creating or editing a payment link, you can:

• Set a usage limit to restrict how many times the link can be used.
• Set an expiration date after which the link will no longer be active.

Add a payment link to your website

You can add your payment link to your website by creating a "Pay Now" or "Buy Now" button that opens the link. When a customer clicks it, they are taken to a secure Stripe-hosted checkout page to complete the payment.

Transactions & payouts

View your transactions

All payment activity is tracked in the Transactions section of Sales & Payments. You can view individual transaction details — including the processing fee breakdown — by clicking on any transaction.

Note: The Billing fee (0.7%), Invoicing fee (0.4%), and Stripe Tax fee (0.5%) do not appear on individual transactions. They are calculated once per daily cycle and appear in the Fees Report.

Export transaction data

1. Go to the Transactions section.
2. Export payment transactions, refunds, and disputes (if applicable) as a CSV file.

Understand your balance

Your Total Balance is made up of two parts:

• Available: Funds that have cleared Stripe's review and are ready to transfer to your bank.
• Pending: Funds that are still going through Stripe's review process (fraud and chargeback protection).

Only the Available amount can be paid out at any given time. Pending funds move to Available automatically once they clear — no action is needed on your end.

Note: Total Balance ≠ Available to Pay Out.

If daily fees are collected and your Stripe balance is insufficient to cover them, your balance may go negative. When that happens, Stripe will automatically debit your linked bank account to recover the amount. Keeping a small buffer in your balance is the best way to avoid this.

Payout timeline

Once funds are in your Available balance, payouts are initiated based on your payout schedule:

• Daily: Automatic payouts every business day
• Weekly: Every 7 days
• Monthly: Once per month
• Manual: You control when to request payouts

After a payout is initiated, funds typically reach your bank within 1–3 business days. The payout schedule can be adjusted through your account settings.

Note: The time it takes for funds to move from Pending to Available varies by account and cannot currently be adjusted.

Refunds

Processing fees and refunds

When you issue a refund to a customer, the customer receives the full payment back. However, the original processing fee is not returned to you.

Invoice status after a refund

When a refund is issued, the original invoice stays marked as Paid — this is expected behavior, not a glitch. No new invoice is created. Each refund is tracked separately in your Transactions section.

Partial refunds

You can apply multiple refunds to the same invoice. The original invoice remains marked as Paid, and each refund is tracked separately in the Transactions section.

Refunds on subscription invoices

Refunds do not affect the subscription cycle. No new invoice is created when a refund is issued, and future subscription invoices continue as normal — unless the subscription itself is modified.

Fee structure

There are no monthly fees for Sales & Payments. You only pay when you get paid.

Every paid card transaction includes Stripe's processing fee plus a Tailor platform fee based on your LLC plan.

Where do fees appear?

• Processing fee (Stripe + Tailor): Visible in the Transaction view. Deducted automatically — you receive the net amount.
• Billing (0.7%), Invoicing (0.4%), Stripe Tax (0.5%): Calculated once per daily cycle. Appear in the Fees Report, not on individual transactions.

Verification & account security

Complete Stripe onboarding

Stripe onboarding must be completed before any payment features become available. During onboarding, you will provide your business information and verify your identity. Verification usually takes a few minutes. Stripe may request additional documents in some cases, which can extend the timeline.

Update business information

1. Go to Sales & Payments → Settings → Account settings.
2. Make the desired changes and save.

Important: If you update information that was previously verified by Stripe (such as your business name, tax ID, or date of birth), Stripe may require re-verification.

Identity verification and re-verification

Stripe periodically requests additional verification as a routine security step. It is most commonly triggered when verified business information is updated.

During re-verification:

• Payouts may be temporarily paused.
• Payments may be temporarily restricted.
• You have a 14-day grace period to submit the required documents.

Once Stripe completes the review, everything returns to normal automatically. You can submit documents directly from your Tailor dashboard under Sales & Payments.

Customize your settings

You can customize the look of your invoices and payment pages from Sales & Payments → Settings → Account settings:

• Logo: Upload your business logo.
• Brand color: Displayed on receipts and invoices.
• Accent color: Used as a background color on emails.

Your customers will see your business name, product details, price, and payment form on the checkout page. Your physical business address is not shown to customers unless you choose to include it.

The payment page is hosted by Stripe and is fully secure — it handles payment security, PCI compliance, and payment method processing.

Disputes (chargebacks)

If one of your customers opens a dispute, Stripe manages the process on your behalf. You will be notified, and you can review the dispute details and upload supporting evidence directly from your Tailor dashboard under Sales & Payments.

Disputes have a deadline set by Stripe, so it is important to act promptly once notified.

Frequently asked questions

Do I need to complete Stripe onboarding to accept payments?

Yes. All payment features — including invoices, payment links, and payouts — are locked until Stripe onboarding is complete. Head to Sales & Payments in your dashboard and follow the steps. It usually takes just a few minutes.

My payment features are not showing up yet — what should I do?

This usually means Stripe onboarding has not been completed. Go to the Sales & Payments section in your dashboard and complete the onboarding steps. Once done, all features unlock automatically.

Are there any fees for using Sales & Payments?

There are no monthly fees. You only pay a small percentage when you get paid. The total fee depends on your LLC plan: Lite/Freemium: 4.9% + $0.30, Essential: 3.9% + $0.30, Elite: 3.4% + $0.30. Additional fees apply for invoicing (+0.4%), recurring billing (+0.7%), and automatic tax collection (+0.5%).

Why didn't I get the processing fee back after I refunded a customer?

When a refund is issued, the original processing fee is not returned. The customer receives the full payment back, but the fee from the original transaction is not recoverable.

My balance shows more than what's available to pay out — why?

Your Total Balance includes both Pending and Available funds. Only the Available amount can be transferred to your bank. Pending funds are still going through Stripe's review process and will move to Available automatically once cleared.

My balance went negative — what happened?

Certain fees (invoicing: 0.4%, recurring billing: 0.7%, Stripe Tax: 0.5%) are collected once per daily cycle directly from your Stripe balance. If the balance was insufficient to cover them, it may have gone negative. When this happens, Stripe automatically debits your linked bank account to recover the amount. Keeping a small buffer in your balance helps prevent this.

Why does my invoice still show "Paid" after I issued a refund?

This is expected behavior — the original invoice stays marked as Paid after a refund is issued. No new invoice is created. Each refund is tracked separately in your Transactions section. This applies to partial refunds as well.

Can I edit an invoice after I've sent it?

Yes, but only before the invoice is marked as Open, Paid, or Void. Once it reaches one of those statuses, editing is locked.

Can I send an invoice to more than one customer at a time?

When creating an invoice, only one customer can be added directly. To share it with additional recipients, you can download a PDF version and send it manually, or share a direct link to the invoice.

Can I limit how many times a payment link is used?

Yes. When creating or editing a payment link, you can set a usage limit and/or an expiration date.

What do my customers see on the payment page?

Customers see your business name, product details, price, and the payment form. Your physical business address is not shown unless you choose to include it. The payment page is hosted by Stripe and is fully secure.

Why don't the billing, invoicing, and Stripe Tax fees appear on my individual transactions?

These fees are not deducted per transaction. Instead, they are calculated once per daily cycle and deducted directly from your Stripe balance. You can find them in your Fees Report.

How long does it take to receive money after a customer pays?

Funds appear in your Pending balance immediately after a successful payment. The time until they move to Available varies: new accounts typically 7–14 business days; established accounts typically 2–7 business days. This cannot currently be adjusted. After a payout is initiated, funds reach your bank within 1–3 business days.

What is shown in the "Total Revenue" card?

Total Revenue shows your gross collections — the total amount received before any fees are deducted and before refunds are applied.

What happens if a customer opens a dispute?

Stripe manages the dispute process and will notify you. You can review the details and upload supporting evidence directly from your Tailor dashboard under Sales & Payments. Disputes have a deadline, so act promptly once notified.

Can I update my business information after completing onboarding?

Yes. Go to Sales & Payments → Settings → Account settings. Note that updating previously verified information (such as business name or tax ID) may trigger re-verification by Stripe, which can temporarily pause payouts and restrict payments. You will have 14 days to complete re-verification.