Money

Money

A read only ledger of what came in and what went out.

01What the ledger shows

Money totals what was Received and what was Sent, and lists the movements behind those totals. It is a sanitised server view: amounts, directions and states, never balances and never account numbers. Only what failed narrows the rows to the movements that did not complete.

02It is a lens, not a control panel

Nothing here moves money. Refunds are issued from the order they belong to, and the billing payments account lives under Plan and billing in your organisation settings. Money is where you go to see what happened, not to make something happen.

03Money is finely permissioned

Seeing the ledger is the Money permission. Taking payments (recording one taken by hand, or placing a flow step that asks a customer to pay) and sending refunds are permissions of their own. Connecting the bank account money lands in and granting authority to charge a customer belong to Plan and billing, which includes refunds. Plan and billing and refunds sit with the owner alone by default, so an admin can run the business day to day without ever being able to redirect where the money goes.

Related articles

How do I get paid?Connect your billing payments account once, and Akahu payments settle straight into it.Orders, invoices and refundsThe order lifecycle, invoicing by hand, and recording money you took elsewhere.Who sees what in Activity?My time, Reports, Money and Messages each have a permission of their own.
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