Accounting, payments, and exports

IDOS handles two separate payment contexts: the studio’s own subscription via Stripe checkout, and — for Studio firms with the feature enabled — Stripe payment links on client invoices. Accounting export is a manual CSV download; there is no live sync to any accounting platform.

Subscription payments (firm pays IDOS)

When a studio subscribes (or switches plans), IDOS creates a Stripe Checkout Session that handles the first payment and sets up ongoing billing. Monthly and annual invoices are managed through Stripe and are visible in the studio’s dashboard. Changing plans or cancelling updates the Stripe subscription accordingly. The studio never shares its Stripe credentials with IDOS.

Client invoice payments (studio bills client)

Studio-plan firms can enable client credit-card payments on product invoices. This feature is environment-gated by the CLIENT_PAYMENTS_MODE setting:

• Disabled— invoices are sent without a payment link. The client pays the studio outside IDOS (check, bank transfer, etc.), and the studio records the payment manually.
• Allowlist— a subset of firms can generate Stripe payment links on invoices.
• All— every Studio firm can add a Stripe pay link to its invoices.

When the feature is disabled, the invoice still sends as a branded email and appears in the client portal. The studio records a manual payment against the invoice from its dashboard. There is no line-item editor: to change product lines, cancel the draft, edit the source item, and regenerate.

Accounting export

IDOS provides a downloadable CSV file designed for manual import into Xero, QuickBooks Online, or a generic spreadsheet. The export contains invoice-level data and applicable credits and returns. There is no one-click push, no API sync, and no live integration with any accounting platform. The studio or its accountant downloads the file and imports it by hand or through the accounting platform’s CSV import flow.

Data portability

You can export your firm’s data from the dashboard. The export produces a structured JSON archive plus per-table CSV files for commonly requested tables. The JSON archive includes records for:

• Firm and team members
• Clients
• Leads and follow-up activity
• Projects and phases
• Onboarding records
• Vendors and purchase orders and lines
• Specification boards and items
• Time entries
• Invoices, payments, and credits
• Portfolio projects
• Document metadata
• Communication records and templates
• Onboarding templates
• Content destinations
• Buyer-intent records

Per-table CSV files are also generated for clients, vendors, projects, invoices, and time entries.