Payments and financial flows
Connect payments to your revenue workflow.
Connect payment methods, the relevant invoices and financial tracking. Keep each sale and payment clearly identifiable.
Connect payments to their context.
From payment to financial reporting, retain the references needed to identify the sale, invoice and funds received.
- 01
Collect
Identify the method and payment request.
- 02
Process
Track the relevant provider’s response.
- 03
Settle
Identify the payment associated with the sale.
- 04
Reconcile
Connect the payment to the invoice and account.
- 05
Track
Retain exceptions and relevant actions.
Understand and handle exceptions.
An error, a pending response or confirmation describes a specific state. References and actions remain visible so processing can continue.
Pending
The result is not yet confirmed.
Exception to review
Context lets teams compare the information received.
Reconciliation
Confirmation is connected to the correct document and account.
Each sale keeps its own tracking.
Explore a wholesaler-to-reseller sale, then a reseller-to-customer sale. Each keeps its own invoice and payment tracking.
Illustrative walkthrough
Each sale keeps its own documents and flows.
Distribution is more than splitting a single payment.
Payment confirmation does not automatically approve a document or activate a service.
Example workflow. Stripe/Connect and mobile money integrations depend on the providers and context involved.
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