Capture the context behind every one-off payment
You can now attach a note to any Miscellaneous out-of-band payment when marking it as paid, so the reason behind each transaction stays right next to the record.
GIF - May 29 - Note Misc Payment
  • 📝 Per-Payment Notes
    : Add a note when recording a Miscellaneous payment to capture details like wire transfer references or support context.
  • 🔎 Stored With the Transaction
    : Notes are saved alongside the payment so you can always reference them.
  • 💳 Works Across Payment Providers
    : Available for both Stripe and PAI out-of-band payment flows.