Happ’s Shared Language

This glossary brings together the key terms that define how agreements are created, signed and paid inside happ. Each entry explains a concept that plays a real role in your workflow, from drafting and milestones to verification, settlement and payout. Use this archive as a reference point whenever clarity matters.

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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.