Create the payment request
Associate a unique payment reference and idempotency key with the order, invoice or subscription.
Platform guidebookStart a guided request
Finance guide
Payments, Invoices and Reconciliation Guide
Connect orders, server-verified gateway results, invoices, customer payments, supplier liabilities, refunds and reconciliation records.
Who this guide is for
Finance managers, administrators, suppliers and business owners
Expected outcomes
Verify payments on the server
Prevent duplicate processing
Generate traceable invoices
Reconcile gateway and account records
Step-by-step workflow
Verify the result
Validate callback or webhook signatures and confirm the transaction with the payment provider on the server.
Post financial records
Update payment status, invoice balance, order state, account transaction and notifications within a safe transaction.
Reconcile and resolve
Match gateway settlements, identify discrepancies, process authorised refunds and preserve an audit trail.