Plan: Stop-on-recorded-payment is never gated. Mark paid works on every plan. A CSV/XLSX re-import skips invoice numbers that already exist — it does not mark them paid. Tenant Stripe Checkout webhooks write a payment only while that payments connection is usable. Accounting sync applies only when that connector is actually connected.
Chasing someone who has already paid you is the failure this product is built to avoid. A recorded payment against that customer invoice is a never-gated stop. Two other events are easy to mix up and must not be treated as the same stop:
- Customer pays you — bank / cash you mark, Stripe Checkout on your Stripe account, or accounting sync when that connector is actually connected. PayBlah does not hold those funds.
- You pay PayBlah — Billing / checkout for your subscription. That does not settle a customer invoice and does not stop chasing.
Before you start
- Portal Pay part of it is a promised amount. It is not payment detection.
- Portal I've already paid is a message. Match the bank, then record the money.
- An open stop request is not a payment and does not mute chasing until you Accept.
How a customer payment gets in
- Mark paid → Record payment with amount and date (every plan).
- CSV / XLSX import (every plan) — new rows only. A later file that repeats an existing invoice number is skipped; it does not mark that invoice paid or reduced. Currency is not an import field.
.xlsis rejected. - Tenant Stripe Checkout — when the payments connection is usable, Checkout completion writes a tenant payment (source
payblah_link). - Accounting sync — only while the relevant Xero / QuickBooks / Sage connection is actually connected.
What you should see
- Automated Workflow sends for that invoice stop.
- Last-second send checks are designed to drop anything already paid, credited, or voided.
- The portal receipt can list the row. Attribution stays honest: paid after a reminder is not the same as “PayBlah caused this payment.”
- Your active-invoice count falls as invoices leave the chase set.
If something goes wrong
- They paid you and the invoice is still open — check the bank first, then Record payment (or wait for a tenant Stripe / connected-books update). Do not expect a re-import of the same invoice number to change it.
- They paid PayBlah instead of you — that is a billing invoice. It will not appear on the customer portal receipt.
- They only promised a part amount — open the promise, do not treat it as cash.
Related stops (not payments)
A portal dispute writes a formal dispute and sets the invoice to disputed. An active promise can pause until the date. A portal stop request does not stop chasing until Activity Accept or Decline. Confirm local rules with your own advisor.