PAYMENTS & BILLING

Getting paid and knowing where the money is

Financials: Invoices, Payments, and PayoutsGuide to the Financials tab on Rotor
Variable Cycle BillingCharge a service plan from its own visits instead of a set price — and how Rotor bills the visits that happen before the cycle's first charge.
Deposits on InvoicesCollect money up front on any job by setting a deposit amount on an invoice. Charge it now, and the remaining balance is collected when the job is completed.
Klarna PaymentsHow to switch Klarna on in the client portal, what your customer sees when they split an invoice into installments, what it costs per transaction, and when it's worth using.
Failed Payments & Recovery Why cards decline, what Rotor does about it automatically, and the manual steps to update a payment method and re-run the charge — plus what to do when a recurring service plan keeps failing.
Refunds & Disputes How to issue a full or partial refund from Financials, what it does to the payment, the invoice, and commission that was already paid, and how to handle a chargeback when the customer's bank pulls the money back.
Payment Methods On File Every way to get a card or bank account saved for a customer — at quote acceptance, at agreement signing, in the office, in the field, or by sending the client portal link — plus autopay, expiring cards, ACH vs. card, and who on your team should be touching card details.
Payout Schedule When money moves from a customer's card to your bank account, what a Stripe payout batch contains, how to reconcile a deposit back to individual payments, and the processing fees Rotor charges for card, bank, and instant payouts.
Billing CyclesBuild custom billing cycles, whether it's monthly or quarterly, or every 6 weeks. Whether it's a fixed price or rollup all jobs, it can now be done in Rotor!
Instant PayoutsRotor processes payments through Stripe. Once a customer pays you, that money lands in your Stripe balance and is then paid out to your bank account. Instant Pay is Stripe's option to get those funds in minutes instead of waiting for your regular payout schedule. This article covers what it costs to process a payment, how Instant Pay works, why it might not be available to you, and what to do about it.
Stripe FeesWhat it costs to take a card or bank payment in Rotor, why American Express is different, and the fees that only show up on international cards and disputes.
Set up Stripe ConnectSet up Stripe Connect to start collecting revenue in Rotor, whether by saving credit cards on file, linking to customer bank accounts, or accepting instant online payments. This process creates a dedicated Stripe account specifically for your Rotor platform. This integration allows Rotor to automatically track payouts, issue refunds, manage invoices, and handle payment processing without you ever having to leave the app.