Payments
Understand how TatTool records and reports money without moving it.
TatTool gives you full control over how payments are created, tracked, verified, refunded, and reported, without trying to replace your bank, Stripe, or accounting system.
Payments in TatTool explain what money happened and why. They do not move money themselves.
Key concept
TatTool records money events for operations and reporting. Stripe, your bank, and your card terminal move the money.
Quick Start (Recommended Reading Order)
Payments Overview
The mental model for deposits, service payments, verification, and reporting.
Start here for deposits, service payments, verification, and refunds.
Online Payments (Stripe)
Stripe-powered payments, checkout links, fees, and common questions.
Use this if you take card payments through Stripe Checkout.
Offline Payments
How staff register cash, terminal, transfers, and other manual payments.
Use this for cash, terminal, bank transfers, and similar methods.
Payment Verification & Approval
Recorded vs verified payments, roles, and why revenue can differ from expectations.
Build the daily approval routine that keeps revenue reliable.
Refunds
Register refunds so revenue is corrected, with clear audit and verification.
Learn how to correct revenue when money should no longer count.
Fast answer
Create payments on a booking, in the Payments tab.
Overview
TatTool supports two types of payments:
- Online payments (via the optional Stripe extension)
- Offline payments (cash, terminal, bank transfer, and similar)
Payments can be attached to bookings, verified by trusted staff, refunded when needed, and included in revenue insights based on your organization's reporting rules.
Online Vs Offline Payments
Online payments (Stripe):
- Require the Stripe extension to be enabled
- Let clients pay via Stripe Checkout
- Are observed and recorded by TatTool when Stripe confirms success
Offline payments:
- Are registered manually by staff
- Represent money received outside of Stripe
- Use offline payment method labels configured in your organization settings
Common workflow
Many studios use a deposit + remaining balance flow:
- Deposit paid online (Stripe) before the service date
- Remaining balance paid offline on the service day
What TatTool Does (And Does Not Do)
TatTool:
- Records and explains payments
- Tracks verification and refunds
- Powers revenue insights and reports
TatTool does not:
- Move money
- Control payouts
- Replace Stripe dashboards
- Replace bookkeeping or accounting systems
TatTool shows you what happened and why. Other systems handle the rest.
High-Level Payment Flow
Most teams follow a simple flow:
- Create or record a payment (online or offline)
- Verify payments (automatically or manually)
- Report revenue based on your chosen rules (service date vs payment date)
- Register refunds when money should no longer count as revenue
Continue
Payments Overview
The mental model for deposits, service payments, verification, and reporting.
Learn the payment model before setting up workflows.
Payment Settings
Organization-level defaults for methods, forms, and verification behavior.
Configure methods, defaults, and verification behavior.
Revenue & Reporting Behavior
How payments become revenue numbers, and what service date vs payment date means.
Understand service date, payment date, refunds, and revenue.
Editing, Deleting & Audit Trail
Financial integrity rules and why TatTool never silently overwrites money.
See how corrections stay traceable.