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Velaxe
PayStream — Payments, Invoices, Subscriptions & Refunds | Velaxe

PayStream

Sync invoices and payouts to QuickBooks or Xero

Connect accounting, map accounts, and export daily.

16 min Beginner Finance Ops, Accountant Updated Sep 19, 2025
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Overview

Connect accounting, map accounts, and export daily.

Prerequisites

None.

Permissions required

accounting:connect accounting:export

Steps (3)

Estimated: 16 min
  1. 1

    Connect QuickBooks or Xero

    Finance 5 min Back to top

    Settings → Accounting → **Connect** and authorize your org/tenant.

    Tips

    —

    Validation

    —

    Success criteria

    —

  2. 2

    Map GL accounts & tax codes

    Accountant 6 min Back to top

    Map product revenue, refunds, processing fees, and tax codes.

    Tips

    —

    Validation

    —

    Success criteria

    —

  3. 3

    Schedule exports

    Finance 5 min Back to top

    Enable daily export of invoices, payments, and payout summaries.

    Tips

    —

    Validation

    —

    Success criteria

    • No mapping errors in the last 3 runs; totals reconcile.

About this guide

PayStream unifies payments for your workspace. Create invoices or subscriptions, accept global methods (cards, wallets, bank pay), and automate dunning with email/SMS links. Providers are pluggable, so you can route by region or fail over without rewriting flows. Agents issue refunds and send secure payment links from Agent Desk; receipts and PDFs are stored in SecureStore, and every event hits your FlowForge automations and Chronicle timeline.

Security-first design: tokenized instruments, least-privilege keys, signed webhooks with idempotency, and exportable audit logs. Finance and CX teams get shared metrics in InsightLake—auth rates, recovery, refunds, and MRR/ARR.