Finance

The Finance module handles all monetary transactions, accounting records, and payment processing for the platform. It integrates directly with Stripe for card processing and maintains a full double-entry-adjacent ledger of invoices, payments, bills, and journal entries.

What it covers

Section	Description
Customer Payment Processing	Collect and record customer payments via Stripe
Contractor Payment Processing	Initiate and track outbound contractor/vendor payments
Stripe Integration	Low-level Stripe API operations (PaymentIntents, Customers, etc.)
Invoices	Generate and manage customer invoices
Estimates	Pre-invoice cost estimates and quotes
Bills	Vendor/supplier bills payable
Payments	General payment records (inbound and outbound)
Credit Memos	Issued credits against invoices
Sales Receipts	Point-of-sale or immediate-payment receipts
Journal Entries	Manual double-entry accounting adjustments
Customers	Finance-side customer records (distinct from Sales contacts)
Vendors	Supplier and contractor records
Employees	Payroll-eligible employee records
Finance Accounts	Chart of accounts (e.g. Revenue, COGS, Accounts Receivable)
Product Services	Billable product/service line items

Authentication

All Finance endpoints require authentication. Payment processing endpoints additionally require the finance:write permission.

Core services

Customer Payment Processing

Accepts payment data, creates a Stripe PaymentIntent, and records the result in the customerPayments model.

POST /api/finance/customer-payments/process
Content-Type: application/json

{
  "amount": 4800,
  "currency": "usd",
  "customerId": "<customer_id>",
  "invoiceId": "<invoice_id>",
  "paymentMethodId": "pm_card_visa"
}

Response includes stripePaymentIntentId, stripeClientSecret (for client-side confirmation if needed), and a status field:

Stripe status	Recorded status
`succeeded`	`completed`
`requires_payment_method`	`pending`
Other	`failed`

Stripe Integration

Direct Stripe operations — use when you need to manage Stripe objects not covered by the higher-level payment processing endpoints.

POST /api/finance/stripe/create-customer
POST /api/finance/stripe/create-payment-intent
POST /api/finance/stripe/refund
GET  /api/finance/stripe/payment-methods/{customerId}

Contractor Payment Processing

Tracks outbound payments to contractors and freelancers.

POST /api/finance/contractor-payments/process
{
  "contractorId": "<id>",
  "amount": 2500,
  "currency": "usd",
  "description": "May 2026 invoice"
}

Data models

All Finance models at /api/finance/{model}:

Model	Slug
Finance Accounts	`financeAccounts`
Finance Bills	`financeBills`
Finance Credit Memos	`financeCreditMemos`
Finance Customers	`financeCustomers`
Finance Employees	`financeEmployees`
Finance Estimates	`financeEstimates`
Finance Invoices	`financeInvoices`
Finance Journal Entries	`financeJournalEntries`
Finance Payments	`financePayments`
Finance Product Services	`financeProductServices`
Finance Sales Receipts	`financeSalesReceipts`
Finance Vendors	`financeVendors`

Common patterns

Creating and sending an invoice

# 1. Create the invoice
POST /api/finance/financeInvoices
{
  "customerId": "<id>",
  "lineItems": [
    { "description": "Platform licence — Q3 2026", "amount": 4800, "quantity": 1 }
  ],
  "dueDate": "2026-07-31"
}

# 2. Record payment when received
POST /api/finance/customer-payments/process
{
  "invoiceId": "<invoice_id>",
  "amount": 4800,
  "currency": "usd",
  "paymentMethodId": "pm_card_visa"
}

Querying unpaid invoices

GET /api/finance/financeInvoices?filter[status]=unpaid&sort=dueDate

API sections

These sections are available in the Finance API Reference: