How payments are synced to FreeAgent

ClearingHouse syncs payments differently, depending on if the payment was associated to a customer or not.

Note: Invoice payments are reconciled different. See the invoice syncing guide for more information.

Customer associated with the payment

Common with Stripe Checkout and Payment Links

ClearingHouse will create an invoice in FreeAgent to represent payments associated with customers.

Unless otherwise configured, the line item will be assigned to the default accounting category (001: Income - Sales).

The clearing account transaction will be explained as an Invoice Receipt.

No customer associated with the payment

Common with Stripe Connect connects & Custom integrations

When no customer is associated with the payment, it will be explained using the default accounting category.

The description will be pulled through to help you identify the payment.