Documentation Index
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Overview
If Invoicing is not your product team’s core competency, let Tight’s proven invoicing platform handle the heavy lifting. If you already have proven invoicing in your product, a custom integration with Tight enables:- Full double-entry accounting (accrual and cash basis)
- The ability to rapidly add a payment processor of your choosing without building any UI
- Automatic payment/payout reconciliation against bank deposits
Use cases
Adding invoicing to your platform
If you don’t already offer invoicing, you can embed Tight’s complete invoicing experience directly into your platform. Your users can create invoices, send them to clients, accept payments, and have all the accounting automatically handled in the background. Embed the Invoice Dashboard to add full-featured invoicing to your platform. Your users get a complete invoicing workflow, including branding customization, invoice creation, client management, payment tracking, and automatic accounting, all within your product experience. Once integrated with a payment processor (Stripe, Adyen, etc.), invoices include payment buttons that your users’ clients can use to pay directly. The Customer-Facing Invoice component provides a polished payment experience that matches your end user’s brand while Tight handles the payment processing and accounting automatically.Adding payment processing to your existing invoicing
If you already have invoicing in your product but want to add payment processing capabilities, Tight’s native payment processor integrations enable you to add this functionality without building any UI yourself. Integrate with payment processors like Stripe, Adyen, or others, and Tight handles the payment acceptance, fee tracking, and payout reconciliation automatically. Your users can accept credit card or ACH payments on their invoices, and Tight will automatically:- Match payments to invoices
- Track merchant fees as expenses
- Reconcile the payments against payouts
- Update accounting entries in real-time
Automatic payment/payout reconciliation
If your platform already offers both invoicing and payment processing but lacks sophisticated accounting capabilities, you can sync your invoice and payment data directly to the Tight API to enable automatic payment and payout reconciliation. Regardless of which approach you choose, embedding Tight’s invoicing, integrating with Tight’s payment processors, or feeding your existing invoice and payment data directly to the Tight API, the automatic reconciliation works the same way. Tight matches payments to invoices, tracks fees, reconciles payouts against bank deposits, and updates the general ledger automatically, with zero user input required.Invoice Payout Example
Here’s a concrete example of what Tight automates:- The business owner sends out 4 $1,000 invoices to 4 clients.
- Those 4 invoices are paid via 4 separate credit card payments via Stripe. Stripe charges $25 in merchant fees for each of the 4 invoices.
- The user receives a payout from Stripe for $3,890 ($4,000 minus $100 in merchant fees and minus a $10 contribution to Stripe Climate), also seen as a $3,890 deposit into their checking account.
- The Tight API automatically matches the 4 invoices with the one payout, creates expenses for the various merchant fees, and reconciles the net amount to the bank deposit. Furthermore, the Tight Embedded experience nests these transaction line items neatly under a single payout row, giving the business owner complete visibility into their invoice payments and fees without manual reconciliation work.