Payment Tracking & Analytics
Monitor your payment performance, track conversion rates, and optimize your collection process with detailed analytics.
What You'll Learn
- How to access and interpret payment analytics
- Key metrics for payment performance
- Real-time payment notifications and tracking
- How to optimize conversion rates
Accessing Payment Analytics
Stripe Integration Dashboard
View comprehensive payment statistics in your Stripe integration dashboard at Dashboard → Integrations → Stripe.
Available Sections:
- Payment Statistics: Overview of payment performance and conversion rates
- Revenue Tracking: Total revenue processed through Stripe integration
- Payment Methods: Breakdown of preferred payment methods
- Time-based Analytics: Payment trends over different time periods
Stripe Dashboard Integration
For detailed transaction-level analytics, access your Stripe Dashboard directly.
Additional Stripe Analytics:
- • Detailed transaction logs
- • Customer payment behavior
- • Failed payment analysis
- • Geographic payment distribution
- • Payment method performance
Key Payment Metrics
Conversion Rate
Percentage of invoice emails that result in successful payments.
Good: 70%+ • Excellent: 80%+
Average Payment Time
Time between invoice email and payment completion.
Good: <3 days • Excellent: <1 day
Payment Success Rate
Percentage of payment attempts that complete successfully.
Good: 92%+ • Excellent: 96%+
Revenue Recovery
Total revenue collected through Stripe payment links.
Track monthly and yearly revenue trends
Real-time Payment Tracking
Payment Notifications
Get instant notifications when payments are received through your Stripe integration.
Successful Payments
- • Instant email notification
- • Invoice status auto-updates to "Paid"
- • Follow-up sequences automatically pause
- • Payment recorded in dashboard
Failed Payments
- • Immediate failure notification
- • Reason for failure provided
- • Follow-up sequences continue
- • Automatic retry options available
Payment Status Tracking
Monitor payment status changes in real-time across all your invoices.
Status Flow:
Each status change triggers automatic updates and notifications
Optimizing Payment Performance
Improving Conversion Rates
Email Optimization:
- • Send invoices during business hours (9 AM - 5 PM)
- • Use clear, professional subject lines
- • Place payment buttons prominently in emails
- • Include payment terms and due dates
- • Follow up within 24-48 hours of due date
Payment Experience:
- • Offer multiple payment methods
- • Enable mobile-optimized checkout
- • Provide clear payment instructions
- • Set up automatic payment receipts
- • Include customer support contact information
Reducing Payment Failures
Common Failure Reasons:
- • Insufficient funds (40%)
- • Incorrect card information (25%)
- • Expired payment method (20%)
- • Bank declined transaction (10%)
- • Technical issues (5%)
Prevention Strategies:
- • Send payment reminders before due date
- • Offer payment plans for large amounts
- • Provide alternative payment methods
- • Include clear error messages
- • Set up automatic retry for failed payments
Advanced Reporting
Custom Analytics Reports
Generate custom reports to analyze payment trends and optimize your collection strategy.
Monthly Reports
- • Revenue by month
- • Conversion rate trends
- • Payment method analysis
- • Client payment patterns
Client Analysis
- • Top paying clients
- • Payment behavior patterns
- • Average payment time by client
- • Risk assessment scores
Performance Metrics
- • Email open rates
- • Payment link click rates
- • Conversion optimization
- • ROI calculations