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Payments

Payment Gateway

Cloudman integrates with Winpay for online payment collection. When a client pays via the payment link on their invoice, Winpay sends a webhook to Cloudman which marks the invoice as paid automatically.

Payment Page

Clients can view and pay their invoice at:

/check-invoice

They enter their invoice reference number to look it up.

Payment Records

Every successful payment creates a record with:

  • Reference number (ref)
  • Channel (payment method)
  • Amount, fee, and nett amount
  • Timestamp

Reimbursement

Payments can be marked as reimbursed (reimbursed_at) once the funds have been transferred to the provider.

Filtering by Date

The payment list can be filtered by a date range. Click the date range picker to select a custom range on the calendar, or choose a quick preset:

PresetRange
This month1st of the current month → today
Last monthFull previous calendar month
Last 2 months2 months ago → today
Last 3 months3 months ago → today
Last 6 months6 months ago → today
This yearJanuary 1 → today
Last yearFull previous calendar year

The same date range picker is also available when exporting payment records.