Company Banking

Monitor payment processor activity, client payments, subscriptions, deposits to the company bank account, webhooks, transaction logs, and Contribution Management transfers.

API snapshot Create payment session

Secure payment collection

Card and bank entry happens through Stripe-hosted Checkout, SetupIntents, Billing, and Customer Portal flows. SignaCRM stores provider references, card brand, last four, expiration, billing status, and webhook results only.

Stripe keys needed

Total collected this month

$42.8k

Successful provider-confirmed payments

Monthly recurring revenue

$134k

Active client service subscriptions

Deposited to company bank

$36.4k

Stripe payouts marked paid

Payment exceptions

Failed payments, refunds, and disputes

Company Banking pages

Owner/Admin navigation for banking dashboards, processor settings, payments, payouts, logs, and audit trails.

Owner/Admin

Banking Dashboard Company Bank Account Payment Processor Settings Client Payments Subscriptions One-Time Charges Payment Methods Payment Links Invoices Refunds Disputes Deposits / Payouts to Company Revenue Attribution Contribution Transfers Transaction Logs Webhook Logs Banking Audit Logs

Company Bank Account

Setting	Status
Payment provider	Stripe
Provider account	Connect in Stripe Dashboard
Charges enabled	Needs setup
Payouts enabled	Provider controlled
Default currency	USD
Bank account	Stored as provider reference and last four only

Client Payments

Date	Client	Type	Provider ID	Amount	Contribution	Status
Jun 24	Luminara Design Co.	Subscription Payment	pi_live_lum_001	$10.00	$2.00	Paid
Jun 24	Stonebridge Realty	One-Time Payment	pi_live_sto_418	$850.00	$170.00	Paid
Jun 23	Atlas Urgent Care	Subscription Payment	pi_live_atl_202	$10.00	$0.00	Failed
Jun 22	Meridian Law Partners	Refund	re_live_mer_014	-$240.00	-$48.00	Refunded
Jun 21	Verdant Table	Purchase Order Payment	pi_live_ver_771	$1,200.00	$240.00	Paid

Subscriptions

Client	Website	Employee	Plan	Monthly	Status
Luminara Design Co.	luminaradesign.example.com	Alicia Lane	Portfolio growth retainer	$42,800	Active
Atlas Urgent Care	atlasurgent.example.com	Marcus Reed	Patient acquisition program	$19,400	Past due
Verdant Table	verdanttable.example.com	Jules Carter	Reservations and local SEO	$11,250	Active
Stonebridge Realty	stonebridgerealty.example.com	Alicia Lane	Listing lead generation	$34,100	Active
Meridian Law Partners	meridianlaw.example.com	Dana Ortiz	Local authority package	$16,800	Active
Ember & Grain	embergrain.example.com	Marcus Reed	Online ordering and loyalty	$9,600	Active

Deposits / Payouts to Company

Payout	Amount	Arrival	Destination	Status
po_live_1028	$18,420.00	Jun 25	Bank ending 4821	Paid
po_live_1027	$9,880.00	Jun 22	Bank ending 4821	Paid
po_live_1026	$8,100.00	Jun 20	Bank ending 4821	In Transit

Payment Methods

Client	Billing email	Stripe customer	Payment method	Card metadata	Status
Luminara Design Co.	camille+billing@luminaradesign.example	cus_live_luminara	Visa ending 4242	Visa, exp 12/2028	Active
Atlas Urgent Care	lena+billing@atlasurgent.example	cus_live_atlas-ur	Setup pending	No card metadata yet	Past Due
Verdant Table	mara+billing@verdanttable.example	cus_live_verdant-	Visa ending 4244	Visa, exp 12/2028	Active
Stonebridge Realty	theo+billing@stonebridgerealty.example	cus_live_stonebri	Visa ending 4245	Visa, exp 12/2028	Active
Meridian Law Partners	nina+billing@meridianlaw.example	cus_live_meridian	Visa ending 4246	Visa, exp 12/2028	Active
Ember & Grain	elena+billing@embergrain.example	cus_live_ember-an	Visa ending 4247	Visa, exp 12/2028	Payment Setup Link Sent

Webhook Logs

Event	Provider event ID	Status	Received
invoice.paid	evt_live_2001	Processed	Jun 24 4:18 PM
payment_intent.payment_failed	evt_live_2000	Processed	Jun 23 9:42 AM
charge.refunded	evt_live_1998	Processed	Jun 22 1:10 PM
payout.paid	evt_live_1994	Processed	Jun 21 8:30 AM