LIVE PAYMENT WORKFLOW DEMO

Clearer client payment tracking from report to confirmation

Clients report payments directly from their private project portal. You verify cleared funds with one click. No lost bank slips, no mismatched invoices. Try the live interactive simulation below.

Payment Verification Ledger Workspace Demo
Total Billed
$32,500.00
Across 8 active projects
Cleared & Confirmed
$24,250.00
Verified in your bank
Awaiting Review
$4,250.00
Reported by clients
Outstanding Balance
$4,000.00
Due upon final milestone

Recent Payment Reports & Ledger

Review incoming transaction claims from clients and mark as confirmed once funds clear.

Project / Client Method Reference / Notes Amount Status Action
SaaS Web Application Redesign
Horizon Global Inc.
Wire Transfer WT-98234-SVB
Proof of transfer attached
$4,250.00 Awaiting Review
Mobile iOS App Architecture
Crestview Media Corp
ACH Transfer ACH-847291 $12,000.00 Confirmed Verified Oct 12
Brand Identity System
Nordic Ventures
Credit Card (Stripe) ch_3Nx09428 $8,000.00 Confirmed Verified Oct 09

Owner-controlled verification

A client reporting a payment is not the same as cleared funds. You inspect your bank or merchant account, then confirm with one click. Work is never released on an unverified claim.

Instant email receipts

Once you confirm a payment, Retraak automatically dispatches a branded email receipt with updated balance totals to the client, keeping their accounting records pristine.

Strict data isolation

Each client sees only their designated project and invoices. Workspace financial totals and other client records are strictly protected with enterprise-grade data boundaries.

TAKE FULL CONTROL

Never lose track of a client payment

Eliminate payment confusion and keep project delivery synchronized with cleared revenue.