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Money · CX · AR
PartialCollect after-hours without re-typing card numbers
US leaders package text-to-pay tightly. Workshop Wrench ships payment records and pay URLs on invoices, portal pay path, and Stripe Checkout that is Stub without keys and live when configured — never Connected theatre by default.
Primary persona: Advisor / owner
The problem
What breaks without this process
Cash sits in AR because customers only pay when they pick up, and staff re-key card details over the phone.
Why it matters
Rationale — profit, risk, and shop floor truth
- 01
Pay links reduce counter friction and after-hours collection.
- 02
Portal + invoice path keeps decisions and money on the same job history.
- 03
Honest Stripe modes prevent demo lies about live charges.
- 04
AR visibility on the owner dashboard only works if payments post correctly.
Proof from the live demo
Real UI — not a pitch mockup
Captured from the seeded multi-tenant demo. Open the same surface with demo credentials.
live demo capture
live demo capture
Stage sequence
Step-by-step use case
Each stage lists the action, the business why, and the intended outcome. This is how we implement and test the product — not marketing fiction.
- 01
Issue tax invoice
Action
Create GST invoice from approved RO lines.
Why this stage
Collection starts from a real tax invoice, not a verbal total.
Surface: Invoices / ROOutcome: Invoice issued - 02
Share pay path
Action
Send invoice with absolute pay URL (email/SMS adapters).
Why this stage
Customer needs a mobile-friendly path without a staff login.
Surface: Comms / invoiceOutcome: Link delivered or copyable - 03
Checkout or portal pay
Action
Customer opens pay link — Stripe Checkout when keys set; stub otherwise. Portal pay reuses PaymentsService honesty.
Why this stage
PCI offload; status must match env keys.
Surface: Portal / StripeOutcome: Paid or honest stub - 04
Record & AR
Action
Payment record updates invoice AR; owner dashboard reflects outstanding.
Why this stage
Books and board stay aligned on cash risk.
Surface: Invoices / dashboardOutcome: AR truthful
Related search intent
- text to pay auto repair
- invoice pay link workshop
- stripe shop invoice
Related product pages
FAQ
Questions on this flow
Structured for buyers and search.
Is Stripe live in every demo?+
No. Without STRIPE_SECRET_KEY the path is an honest stub. With keys, Checkout can run in that environment — SaaS subscription billing is a separate stub.