Finances & Payments

How it works

YInfra's finance capability brings payments, invoicing, and a high-level financial view into the operator console through integration with your payment processor, replacing the pattern where billing happens in one tool, the CRM lives in another, and the owner has no unified view of what the business is actually collecting.

Invoice creation happens in-console: the operator selects a client from the CRM, specifies line items and amounts, and sends a processor-backed invoice in the client's branded format. Payment links can be embedded in booking confirmation emails, sent as standalone URLs, or processed at a physical point of interaction using your processor's payment collection flows.

The financial dashboard shows collected revenue, outstanding invoices, payment aging, and refund history -- all drawing from the processor's live data without requiring a separate accounting system for operational visibility. For an owner who currently answers how much did we collect this month by logging into their payment processor, running a CSV export, and manually totaling it, this view provides the same answer in one glance inside the console they already use every day.

For private lenders, the finance view can be scoped to track deal-level revenue: origination fees collected per deal, investor distributions, and portfolio-level cash flow, connected to the deal pipeline so financial performance and deal activity live in one view.

Marketplace and multi-tenant billing patterns are supported through the connected payment processor, and webhook automation via the automation layer can trigger CRM updates -- marking a contract active when a deposit clears, or moving a deal stage when payment is confirmed.