Billing overview
Take a tour of our billing and finance features
Overview
Organise your finances and billing with PT Mate. You can process payments (both card and cash) as well as set up direct debits and automate your billing.
PT Mate uses Stripe as its secure payment provider.
Products
The first step is to add products. You can create new products and edit them on the Business Web Portal.
Payments
One-off payments can be made on both the Business Web Portal and the Business App. You can either log cash payments or process a payment using Stripe. You and your clients can access invoices directly through PT Mate.
Direct debits
Set up direct debits and automate your billing. Your clients will be charged using the card they provided. Debits can be set weekly, fortnightly or monthly.
Cash vs Card
You can log cash payments any time. This helps you to keep your finances up to date and analyse your business with insights and reports.
You can also charge your clients directly through PT Mate. The card provided will be charged and the funds are transferred directly to your bank account.
Powered by Stripe
We use Stripe as our secure payment provider. Stripe charges fees for their services, such as payment fees or subscription/direct debit fees. More information about their fees can be found here.
Insights and reports
PT Mate offers insights and reports around your financial data so you can analyse the evolution of your business and draw the right conclusions.
