All Terms
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A
Accept Payments
The ability to receive secure payments directly through happ using Stripe Connect.
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Account Balance
The total net funds available in your connected payment account after processing and platform fees.
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Agreement
A structured digital contract created inside happ that connects scope, signatures and payments in one seamless workflow.
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AI Assistant
An intelligent drafting companion that helps you structure agreements faster and more clearly.
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Application Fee
The platform fee charged by happ on successful transactions.
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Approval Flow
The structured sequence that ensures agreements are reviewed and signed before payments are activated.
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Automated Milestones
Structured payment stages that update automatically upon successful payment.
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B
Balance History
A structured timeline of all financial movements within your connected account.
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Bank Account
The external financial account linked to your Stripe connected account for receiving payouts.
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Billing Structure
The defined payment logic within an Agreement, including milestones and percentages.
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Branding Elements
Visual components such as logo and signature that personalize your agreements.
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Business Profile
Your structured professional identity inside happ, including company details and branding.
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Business Relationship
The structured professional connection between parties managed through agreements and payments.
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Buyer
The client or counterparty who signs the Agreement and completes milestone payments.
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C
Checkout Session
A secure Stripe-hosted payment page triggered when a client pays a milestone.
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Client Signature
The legally binding digital approval applied by a client.
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Compliance
Regulatory requirements necessary for secure payment processing.
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Connected Account
Your dedicated Stripe account that receives funds from client payments.
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Contract Lifecycle
The complete journey of an Agreement from drafting to final payment.
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Cross-Border Payment
A payment where client and professional operate in different countries or currencies.
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D
Dashboard
The central control panel where users manage agreements, payments and balances.
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Data Security
The protective measures ensuring the confidentiality and integrity of user data.
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Destination Charge
The Stripe payment model used to collect funds and transfer them to connected accounts.
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Digital Signature
A legally binding electronic approval applied to an Agreement inside happ.
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Dispute
A payment challenge initiated by a client through their payment provider.
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Draft State
The preliminary phase of an Agreement before it is signed.
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E
Earnings
The total revenue generated from paid milestones within happ.
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Electronic Record
A digitally stored agreement or transaction record maintained within happ.
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Enabled Capabilities
The activated payment features available in your connected Stripe account.
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Encryption
The method used to secure data transmission and storage.
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Enterprise Plan
A membership tier designed for agencies and teams operating at scale.
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eSignature Workflow
The structured process through which agreements are digitally signed.
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Execution Date
The official date when an Agreement becomes legally binding.
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External Payment Methods
Payment options supported by Stripe for client checkout.
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External Reference ID
An identifier used to match happ records with external systems or internal bookkeeping.
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F
Fee Structure
The logic governing how processing and platform fees are calculated.
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Fees
The structured charges applied to payment transactions within happ.
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Financial Ledger
A structured record of all financial movements related to agreements and payments.
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Financial Transparency
Clear visibility into gross payments, fees and net balance.
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Flexible Payments
The ability to structure payments into milestones or staged installments.
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Fraud Prevention
Security measures used to protect against unauthorized transactions.
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Frontend Interface
The user-facing application layer where agreements and payments are managed.
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Full Execution
The state in which all agreement milestones are completed and paid.
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Funds
The money collected from clients and held within your connected Stripe account.
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G
Generated Agreement
An agreement created using structured templates or AI assistance.
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Go Live
The moment when payment capabilities are fully activated.
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Gross Amount
The full payment amount submitted by the client before any fees are deducted.
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Growth
The measurable expansion of revenue and client relationships over time.
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H
Happ Workspace
Your centralized environment for managing agreements, clients and payments.
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History Log
A chronological record of agreement and payment activity.
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Hold Period
The temporary period during which funds remain pending before payout.
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Hosted Checkout
A Stripe-hosted secure payment page used for milestone transactions.
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Hybrid Payments
A structured payment model combining deposits, milestones and final settlement.
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I
Identity Verification
The compliance process required to activate payment capabilities.
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Installment
A scheduled partial payment defined within a milestone structure.
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Instant Confirmation
Automatic milestone updates triggered after successful payment.
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Integration
The structured connection between happ and Stripe infrastructure.
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Internal Balance
The calculated net amount available in your connected Stripe account.
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Invoice Equivalent
A milestone payment inside happ that replaces traditional invoicing workflows.
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J
Joint Agreement
An agreement involving multiple signatories on one or both sides.
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Journey
The structured path a professional relationship follows inside happ.
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JSON Structure
The structured data format used to store and exchange agreement information.
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Jurisdiction
The legal authority under which an Agreement is governed.
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K
Key Management
The secure handling of API keys and authentication credentials.
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Key Terms
The essential contractual elements defining scope, payment and responsibility.
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Knowledge Capture
The structured recording of agreements and professional interactions.
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KYC
Know Your Customer verification required before activating payment capabilities.
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L
Ledger
A structured financial record of all payment activity inside happ.
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Liability
The legal responsibility defined within an Agreement.
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Lifecycle
The full progression of an Agreement from draft to completion.
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Linked Bank Account
The verified bank account connected to your Stripe account for payouts.
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Live Mode
The operational state where real payments are processed.
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M
Membership Tier
The subscription level that defines feature access and fee structure.
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Milestone
A structured stage within an Agreement tied to a defined payment amount.
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Milestone Status
The current payment and completion state of a milestone.
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Money Flow
The structured movement of funds from client payment to bank payout.
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Multi-Party Signature
A structured signature process involving more than one signatory.
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N
Name on Account
The legal name associated with your connected Stripe account.
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Net Amount
The final amount received after all fees are deducted.
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Network Fee
A processing fee charged by card networks during payment transactions.
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Non-Refundable
A payment condition indicating funds cannot be returned once processed.
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Notification Event
An automated system update triggered by payment or agreement activity.
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O
Obligation
A contractual duty defined within an Agreement.
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Onboarding
The structured setup process required before accepting payments.
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Operational Balance
The structured balance view reflecting available and pending funds.
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Order of Execution
The structured sequence in which milestones become payable.
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Outstanding Payment
A milestone that has been approved but not yet paid.
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Ownership
The legal rights over deliverables defined within an Agreement.
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P
Pay Now Button
The action trigger that opens a secure Stripe checkout session for milestone payment.
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Payment
The financial transaction executed when a client completes a milestone.
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Payment Gateway
The infrastructure that securely processes online payments.
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Payment Method
The financial instrument used by a client to complete a payment.
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Payment Schedule
The defined timeline for milestone payments within an Agreement.
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Payout
The transfer of available funds from Stripe to your bank account.
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Pending Status
A temporary state indicating payment or funds are not yet finalized.
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Platform Fee
The application fee charged by happ per successful transaction.
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Processing Fee
The fee charged by Stripe for processing a payment transaction.
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Proposal
A pre-contract structured offer that can evolve into a signed Agreement.
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Q
Qualification
The process of validating a client or project before formal engagement.
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Query
A request for clarification or modification within an Agreement workflow.
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Quorum Signature
The minimum number of required signatories for an Agreement to become active.
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Quote
A structured price estimate shared before creating a formal Agreement.
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R
Reconciliation
The process of matching payments, fees and payouts for financial accuracy.
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Record
A structured digital entry documenting agreement or payment activity.
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Recurring Payment
A scheduled repeating payment defined within an Agreement.
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Refund
The reversal of a completed payment back to the client.
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Release of Funds
The moment when pending funds become available for payout.
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Revenue
The total income generated from completed milestone payments.
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Risk Management
The structured approach to minimizing financial and contractual risk.
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S
Scope of Work
The defined description of services and deliverables in an Agreement.
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Security
The protective measures safeguarding agreements and financial data.
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Settlement
The completion of financial processing after a successful payment.
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Signature
The legally binding digital approval of an Agreement.
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Status
The current state of an Agreement or milestone.
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Stripe Connect
The regulated payment infrastructure powering happ transactions.
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Subscription
A recurring membership plan that grants access to happ features.
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T
Tax Handling
The management of tax considerations within agreement payments.
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Terms and Conditions
The contractual clauses governing responsibilities and payment logic.
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Test Mode
A sandbox environment used for simulating payments without real funds.
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Timeline
The defined schedule governing milestone execution and payment timing.
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Tracking
Real-time monitoring of agreement and payment progress.
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Transaction
A completed financial event triggered by a milestone payment.
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Transfer
The movement of funds between Stripe and a linked bank account.
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Trigger
An automated action initiated by a specific workflow event.
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U
Under Review
A temporary status indicating verification or compliance assessment.
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Unlock
The activation of features or payment capabilities.
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Unpaid Milestone
A milestone that has not yet been settled financially.
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Update
A modification made to an Agreement or account configuration.
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Upgrade
The transition to a higher Membership Tier with expanded capabilities.
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Uptime
The operational availability of the platform and payment systems.
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Usage
The measurable interaction with happ features and payment volume.
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User
A registered professional operating inside the happ workspace.
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User Role
A defined permission level within a team environment.
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V
Validation
System-level confirmation that inputs and events meet defined rules.
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Value
The financial and contractual worth defined within an Agreement.
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Vault
Secure storage of sensitive payment credentials managed by Stripe.
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Verification
The process of confirming identity, banking and compliance details.
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Versioning
The structured tracking of Agreement revisions over time.
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Visibility
The clarity provided into agreement and payment status.
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Void
The cancellation of a payment authorization before settlement.
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Volume
The aggregate amount of payments processed over a defined period.
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W
Waiting Period
The temporary hold before funds become available for payout.
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Wallet Balance
The aggregated available funds stored within the connected account.
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Webhook
An automated event notification sent from Stripe to update payment status.
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White Label
The ability to present agreements and payments under custom branding.
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Withdrawal
The action of transferring available funds to a linked bank account.
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Workflow
The structured sequence of drafting, signing and payment execution.
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Working Capital
The available liquidity derived from processed milestone payments.
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Write-Off
The accounting recognition of an unpaid or uncollectible amount.
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X
X-Factor
The unique advantage that makes an agreement more likely to be signed and paid.
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XLSX Export
Exporting agreements and payment records into an Excel-compatible format.
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XML Export
Structured export of agreement or financial data in a machine-readable format.
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Y
Year-to-Date
Performance metrics calculated from the start of the year until today.
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Yearly Summary
An annual overview of agreements, payments, fees and payouts.
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Yield
Your effective return after fees, time and delivery costs are considered.
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Your Card
Your shareable professional card for sending clients your details and payment access.
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Your Profile
The business identity clients see across agreements, signatures and payments.
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Z
Zapier Integration
Automating workflows between happ and other tools using triggers and actions.
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Zero Balance
A state in which no funds are currently available for payout.
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Zero-Friction Checkout
A payment experience designed to minimize steps and maximize completion.
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Zonal Compliance
Compliance requirements that vary by country or region for payments and payouts.
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Zone of Responsibility
A clear boundary defining what each party is responsible for.
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A structured platform requires structured language.
The glossary above is not a collection of generic business definitions. It reflects the specific terminology used throughout happ to describe agreements, digital signatures, milestone logic, payment processing and balance management.
Each term connects to a practical function inside the system.
When you see words like Milestone, Settlement, Ledger, Verification or Withdrawal, they represent defined states, triggers or financial events within the workflow.
This archive helps ensure consistency between what is written in an Agreement, what is signed by the parties and what is executed through Stripe. Clear definitions reduce ambiguity, improve client communication and support operational accuracy.
For teams, shared terminology prevents misunderstandings across legal, financial and technical discussions.
For professionals, it strengthens confidence when structuring scope and defining payment stages.
For AI systems and integrations, standardized terms enable reliable automation and data alignment.
Language is infrastructure.
And this glossary is the reference layer behind every agreement created in happ.