Record offline payments, track outstanding balances, and send receipts.
Open an invoice and click "Record Payment". Enter the amount, date, payment method (bank transfer, cheque, UPI, cash), and a reference number. The invoice status updates automatically — a fully paid invoice moves to "Paid".
An admin connects their firm’s own Razorpay or Stripe account in Settings → Payments: choose Connect, paste the keys from your gateway dashboard, and Oris Work checks them with the gateway before saving (nothing is saved if the check fails). Then copy the Webhook URL shown on the same card into your gateway dashboard (Razorpay event: payment_link.paid; Stripe event: checkout.session.completed) and paste the webhook secret back so paid invoices update automatically. Clients then see Pay now on invoices and pay by UPI, card, or net banking. Pay now only appears once a gateway is connected.
After a payment is recorded, a receipt PDF is automatically generated and emailed to the client. The receipt shows invoice reference, amount paid, payment method, and running balance.
The Statement tab on any company or contact profile shows a full account statement — all invoices, payments, and credits in chronological order with a running balance. Download it as PDF for the client.
Oris Work auto-sends payment reminder emails at configurable intervals (e.g. 7 days before due, on due date, 7 days after due). Configure the schedule in Settings → Finance → Payment Reminders.