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See who has paid, on the QuoteCloud dashboard

When a card payment goes through, the document is marked Paid by itself. One filter shows every paid document, and each team's payments go to its own Stripe account.

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When a Stripe payment on a QuoteCloud document is received, the document's status changes to Paid automatically. On the dashboard, open Statuses, click Show more and choose Paid to list every paid document. The payment also joins the document's history, beside each view and signature.

Last reviewed by the QuoteCloud team

Lantern Quay Hotels' QuoteCloud dashboard on the Paid filter, sample data: the national sales conference LQ-G-2741 for Talmont Biosciences, $115,988.40, Paid, $23,197.68 paid; a tour group for Silverline Tours at the Coral, paid in full; a six-week stay at the Residences with its deposit paid; and a board offsite still on Accepted.

Why look in QuoteCloud, not in Stripe?

Lantern Quay Hotels sells group stays for three properties, and each one banks separately. The group sales manager used to open three Stripe accounts to work out which proposals had been paid.

Now she opens the dashboard. Every proposal whose payment has been received is on Paid, with the amount beside its total, whichever property's Stripe account it went to.

  • Paid is set by the payment itself: nobody updates it by hand.
  • The payment joins the document's history, next to its views and signatures.
  • Paid some other way? Update the status yourself from the document's menu.

Each property, its own Stripe account

Payment settings are set per team in QuoteCloud. Lantern Quay has a team for each property's group sales, and each team has connected its own Stripe account in its Payment Settings tab.

A proposal from the Harbourside team is paid into the Harbourside's account; the Coral's into the Coral's. The dashboard still shows them side by side.

  • Open Stripe Dashboard or Disconnect, from the same tab.
  • Suits several brands or business units that bank separately.
Connect each team's Stripe account
SettingsLantern Quay Hotels Sample data

Settings · Users & Roles · Teams

  • Harbourside group salesLantern Quay HarboursideStripe connected
  • Coral group salesLantern Quay CoralStripe connected
  • ResidencesLantern Quay ResidencesStripe connected

Editing Harbourside group sales

Stripe connectedPayments on this team's documents go to its own Stripe account.

The payment, in the document's history

Open LQ-G-2741 and its history reads like the deal: opened by Ellen Varga, breakfast ticked, signed, deposit paid. The payment is recorded beside every view and signature, with the amount and how it was paid.

Deposits and cut-off in the hospitality microsite
LQ-G-2741 · historyLantern Quay Hotels Sample data

Activity

  1. Proposal openedEllen Varga, Talmont Biosciences
  2. Breakfast ticked+$7,761.60 inc tax
  3. SignedCertificate of authenticity attached
  4. Deposit paid$23,197.68 by card, through Stripe

A payments log across every property

Optional. For finance teams who want every payment in one sheet as well.

ZapEvery payment: a row in the group's log

  1. When QuoteCloudTriggerDocument Payment EventFires when a payment against a document is received, fails or is refunded.Passes on
    • Document reference
    • Document title
    • Payment event
    • Amount
  2. Then Google SheetsActionCreate Spreadsheet RowMapped in
    • Spreadsheet
    • Worksheet
    • Columns: date, reference, event, amount

Check the trigger's test data for the amount and event fields before mapping them.

Lantern Quay's group finance lead keeps one sheet for all three properties. Each payment adds a row the minute it's received, and a refund adds another.

Result

One running log of payments for the whole group, with the QuoteCloud reference on every row.

QuoteCloud's Zapier app: Essentials and up

Google Sheets with QuoteCloud

More ways to keep an eye on payments

  • Signed, not paid

    The Accepted filter is the short list of signed documents still waiting for payment: payment reminders.

  • Paid by bank transfer?

    Use Update Document Status from the document's menu to set Paid yourself, so the dashboard stays right.

  • Tell the team as it lands

    Document Paid or Document Part Paid can post in Slack or Microsoft Teams: after-payment Zaps.

One dashboard for every payment

QuoteCloud Payments is on the Essentials plan and up. Start a free 14-day trial and connect a Stripe account for each team.

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Find every paid document in three steps

  1. Open the dashboard

    The document list and its status filters are on the left.

  2. Show more statuses

    In the Statuses section, click Show more to reveal every status.

  3. Choose Paid

    The list shows only documents with a Paid status. Search and sorting still work.

Payment status questions

How do I know when a quote has been paid?

The document's status changes to Paid automatically when the payment is received, and the payment joins its history. On the dashboard, open Statuses, click Show more and choose Paid to see every paid document.

Can different teams use different Stripe accounts?

Yes. Payment settings are set per team: edit each team in Users & Roles, Teams, and connect its own Stripe account in the Payment Settings tab. Payments on that team's documents go to its account.

Can I mark a document Paid myself?

Yes. From the document's menu, choose Update Document Status and set it to Paid, for example when a client paid by bank transfer instead. Changing the status doesn't change the document.

Can payments be logged in a spreadsheet?

Yes, with a Zap. QuoteCloud's Document Payment Event trigger fires when a payment is received, fails or is refunded; Google Sheets' Create Spreadsheet Row adds it to a sheet. QuoteCloud's Zapier app is on Essentials and up.

More Stripe questions

More on QuoteCloud and Stripe

Every payment moment, then how to connect Stripe, the fees and the limits.

Paid shows up where you already work.

Start a free 14-day trial, connect your Stripe account and watch your first document turn Paid.

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