Charge Logs
Live
| Timestamp | Status | Type | Tried | Succeeded | Failed | Duration | Total Charged |
|---|
| Timestamp | Source | Payment Method | Invoice | Payment | Fail Reason | Fail Reason (Detail) | Stripe ID |
|---|
Sync Logs
Live
| Timestamp | Entity | Status | Total | Updated | Created | Skipped | Failed | Message |
|---|
| Timestamp | Type | Reference | QBD ID | Message | Attempts |
|---|
| Last seen | Severity | Category | Reference | Customer | Message | Occur. | Status |
|---|
| Timestamp | Type | Entity | Entity ID | Status | Duration | Message |
|---|
General Settings
Invoice management
Administrative tools for syncing individual records on demand, cleaning up invoices, and reviewing which QuickBooks Desktop payment terms the resolver recognizes.
Payment Terms
Terms supported by the resolver. Matching is done by term_id — the names below are what customers see on invoices and what QuickBooks Desktop sends in the sync payload.
| Term | Due Date Logic | Installment Breakdown |
|---|
Sync by QBD ID
Pull a single record directly from QuickBooks Desktop by its QBD ID.
Sync customer
Refreshes one customer record from QBD.
Sync invoice
Refreshes one invoice and its payment schedule from QBD.
Sync payments
Re-syncs receive payments to QBD for one invoice by invoice QBD ID.
Delete invoice by QBD ID
Permanently removes an invoice from the portal. Associated scheduled payments are cancelled. Already-completed payments remain in Stripe and must be refunded separately. This action cannot be undone.
Integrations
Manage QuickBooks Desktop, Stripe, and other third-party connections.
Notification banner
Configure the site-wide banner shown to admins (e.g. maintenance windows, sync issues).
Business profile
Company name, address, tax identifiers, and branding shown on customer-facing invoices.
Payment processing
Charge windows, retry policies, ACH/card availability, and default payment method rules.
Email notifications
Templates and triggers for automated customer emails (payment receipts, failed-charge notices, upcoming charges).