Conceptual Model

Organizational Hierarchy

Paydough uses a three-tier structure to organize your business:

Organization

Your organization is the top-level container for all your business data. It includes:

• Organization-wide settings and branding
• Employee management
• Billing information and invoices

Locations

Locations represent individual business sites or branches within your organization. Each location has:

• Its own contact information and address
• Separate operating hours
• Location-specific billing capabilities
• Individual analytics and reporting

You can have one location (single business) or many locations (franchise, multi-site operation).

Employees

Employees are team members who access Paydough. Each employee has access to all locations.

Customers

Customers are individuals or businesses that purchase your products or services. Each customer has:

• Contact information
• Quote history
• Invoice history

Core Business Resources

Analytics & Reporting

Analytics are derived from your business data and provide insights into performance:

• Financial Analytics - Revenue trends, cash flow projections, accounts receivable aging, top customers and products. See Financial Analytics.
• Presence Analytics - Listing visibility scores, review ratings, customer engagement metrics, directory performance. See Presence Analytics.

Relationships Between Objects

Understanding how these objects connect helps you build efficient workflows:

Product → Invoice/Quote Flow

1. Add products to your catalog
2. Use products as line items in quotes and invoices
3. Product pricing and details automatically populate

Quote → Invoice Flow

1. Create a quote with line items (from your products or custom)
2. Customer accepts the quote
3. Paydough automatically creates an invoice
4. Customer pays the invoice

Recurring Invoice → Invoice Flow

1. Create a recurring invoice template
2. Template generates invoices automatically on schedule
3. Generated invoices are sent to customers
4. Customers pay each invoice

Invoice → Payment Flow

1. Invoice is created (from quote, recurring template, or manually)
2. Customer receives invoice with payment link
3. Customer pays online
4. Payment is processed through Stripe
5. Invoice is marked as paid

Location → Listing → Review Flow

1. Each location has its own listings on directories (Google, Facebook, etc.)
2. Customers leave reviews on those directory platforms
3. Reviews automatically sync to Paydough
4. You can read and respond to all reviews in one place

Payment Processing

Paydough uses Stripe to process payments in two ways:

• Customer-Initiated: Customer pays via link sent in email
• Automatic Billing: Stored payment methods charged automatically for recurring invoices