Payments

The Payments page is your money view: every billable session, its status, and the actions to settle it. Whether Bloom is charging cards for you or you’re recording bank transfers by hand, this is where you keep on top of it. At the top you’ll see what’s outstanding across all sessions and what you’ve collected this month. Use the tabs to filter to Paid or Outstanding, and the search to find a client. If you’re the practice owner and Stripe is connected, a Stripe Payouts panel also appears beside your client figures: your available balance, what’s on its way to your bank, and your next payout date, with the recent payouts list and a Stripe dashboard link behind Recent payouts. Team members never see practice-level money - their view stays scoped to their own clients.

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Payment statuses

The Method column shows how each session was - or will be - paid: Card (Stripe), Cash, or Bank Transfer. Settled sessions show how the money actually arrived; unpaid ones show how collection will happen based on the client’s payment method.

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Recording a payment yourself

For bank transfer and cash clients, click Mark paid when the money arrives, choose how it was paid, and Bloom sends the client a receipt with the paid invoice attached. Card payments record themselves - never mark a card client paid by hand unless they genuinely paid another way, in which case Bloom stops any pending card collection for that session.

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Reminders and invoices

Unpaid sessions chase themselves gently:

• The day-before session reminder tells card clients their card will be charged, link clients how to pay, and bank-transfer clients where to send the money.
• The day after an unpaid session, a payment reminder goes out with the invoice attached - and a payment link for clients on a card or link method.
• Need to nudge sooner? Use Send reminder (or Resend payment link) from the row’s menu.

Invoices are numbered, regenerated on demand from the row’s menu, and become receipts once paid. If a client has billing details set, payment emails go to their billing contact instead.

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Refunds

For card payments, choose Refund payment from the row’s menu - full or partial, back to the same card, with a confirmation before anything moves. The row flips to Refunded once Stripe confirms it. Refunds for cancelled pre-paid sessions happen automatically. Manual payments keep the existing Void action instead - nothing moves in the real world; Bloom just reopens the fee.

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When clients pay a link

Payment links open a simple page showing the session, the amount, and a Pay by card button that hands the client to Stripe’s secure checkout - Bloom never sees their card details.