1. | Payment Receipts |
2. | Harbiz Payment Summary |
3. | Transfers |
4. | One-Time Payment Products |
5. | Subscription Plans |
6. | Coupons |
The Payments section is divided into three modules:
Business Data: Exclusive to PRO plans and Custom App. Get daily insights and statistics on your business performance.
Learn more: [Business Data | Harbiz Help Center]
Management: View and download your payment receipts, check your payment summary, and access your transfer history.
Products: Create subscription plans, one-time payment products, and coupons to offer more options to your clients.
Section: Management
1. Payment Receipts
In this section, you can review key accounting details, including transaction history and invoicing. You will find information on the overall status of payments, categorized as follows:
Paid: Indicates that the payment has been successfully completed and the amount due has been received by the professional.
Pending: Refers to a payment that has not yet been made or is still being processed. In this state, the amount has not yet been received, but it is expected to be completed soon.
Overdue: Applies when the payment deadline has passed without the transaction being completed. This may occur for various reasons, such as:
Rejected payment method.
Insufficient funds.
Transaction not accepted, among others.
You will also have access to the following details:
Transactions
Filter and view detailed information by date, transaction type, net amount, total amount, applied commission, and transaction description.
Invoices
Check key details such as creation date, amount, current status, invoice number, and associated client.
Download individual invoices: Obtain specific invoices for your clients directly from this section.
Complete billing report: If you need a detailed summary, you can download it from Account Settings > My Reports.
Refunds: Refund payments in two ways:
From the Invoices section.
From the client's profile under Information > Payments > Refund.
Search Filters: View and organize invoices based on criteria such as creation date, amount, invoice number, client, and status.
Invoice Statuses
Understanding invoice statuses helps you manage payments and refunds efficiently:
Paid: Invoice fully paid.
Void: Canceled due to an error.
Open: Issued and pending payment.
Draft: Editable before issuance.
Uncollectible: Invalid or uncollectible payment.
Payment Error: Stripe attempted the charge unsuccessfully; it will be retried, or you can generate a manual payment link.
💡 In the client's profile, under "Plan & Products," you can copy and send the payment link if the charge fails.
Receipts
Check key details such as the issue date, client, product, total amount due, and receipt status. Additionally, you have the option to manually create external receipts.
Types of Receipts
External Receipt: Created manually from the + Create External Receipt section.
One-Time Payment Product: A Harbiz product purchased externally.
Creating an External Receipt
📌 To create an external receipt, go to Payment Receipts > Receipts and select + Create External Receipt.
2. Harbiz Payment Summary
In the Payments Harbiz / Summary section, you can manage and view key information about the revenue generated by your clients. Available features include:
Balance or Positive Amount: Check the status of your payment account with the accumulated amount of your earnings.
Modify Transfer Details: Update or change information related to client fund transfers, ensuring accuracy and up-to-date details.
Client Places Configuration: Adjust the client slot limit according to your needs or remove this limit if preferred.
Detailed Transactions: View a complete breakdown of your transactions, organized by:
Date
Transaction type
Net amount
Total amount
Applied commission
Transaction description
3. Transfers
In this section, you can review the full history of all completed transfers. Each record includes the following details:
Amount: The transferred sum.
Transfer Status: Information on whether the transfer is in progress, completed, or failed.
Creation Date: The date when the transfer was initiated.
Total Amount: The total sum transferred.
Estimated Arrival Date: Stripe processes transfers within 7 to 10 business days from the creation date. Once the transfer is marked as completed, the funds typically arrive on the same day or within a maximum of 48 hours.
3.1 How does Stripe group and transfer funds?
Stripe collects payments made by your clients over a specific period and consolidates them into a single transfer. This process simplifies the management of your earnings by reducing the number of transactions sent to your bank account.
Stripe groups payments based on the transfer schedule set in your account, with a minimum processing time of 7 business days. Once Stripe confirms and processes the accumulated payments, the funds are transferred according to the estimated timeline indicated in the transaction status.
Section: Products
4. Subscription Plans
A subscription is a plan that allows clients to access services, products, or content for a specified period in exchange for a recurring payment (monthly, quarterly, annually, etc.). From this section, you can create and automate content, view plans, and edit or delete them.
Usage Examples:
Starter Plan: 1 personal training session per week for €80/month.
Advanced Plan: Access to personalized sessions, meal plans, and 24/7 support for €150/month.
Online Plan: Virtual training and access to exclusive content (videos, routines, etc.) for €50/month.
💡 Extra Tip: Click on the three dots next to the plan and select Show Link. You can copy and send it to your clients so they can register and make the payment directly for the plan you've shared.
4.1 One-Time Payment Products with Stripe
A one-time payment product allows your clients to make a single payment for a specific service or product without requiring a recurring subscription. From this section, you can create and automate content, view products, and edit or delete them.
Usage Examples:
Class Session Packages: 8 yoga or pilates sessions for €60.
One-Time Products: Sell items such as eBooks, reference materials, or exclusive kits.
On-Demand Services: Allow clients to purchase consultations, coaching sessions, or special services with a one-time payment.
💡 Extra Tip: Click on the three dots next to the plan and select Show Link. You can copy and send it to your clients so they can register and make the payment directly for the plan you've shared.
4.2 One-Time Payment Products without Stripe
You can now create and assign one-time payment products without needing a connected Stripe account. This allows all professionals to offer one-time payment products to their clients with greater flexibility.
What can you do with One-Time Payment Products?
Create one-time payment products and assign them to your clients.
Sell packages of sessions without requiring recurring subscriptions.
Include automations to streamline the management of these product
5. Coupons
In the Coupons section, you can create custom coupons by assigning them a unique name that clients must enter during the payment process. This name will appear on receipts and invoices. Additionally, you can configure coupons according to your needs with options such as:
Discount by percentage (%) or fixed amount (€).
Usage frequency (e.g., one-time use or recurring).
Limit on total uses or per client.
Expiration date and specific conditions.
Coupon Management Tools
Filter and search: Easily find coupons by their name.
View details: Check the description, number of uses, expiration date, and current status (active or inactive).
Delete coupons: Remove coupons that are no longer needed.
