Payment setup guide
Choose the payment flow that fits the customer action.
An online order, retail counter, delivery payment and self-service collection do not need the same collection method. Design each flow around the customer action and the finance record it must create.
Four questions before choosing a payment method.
Design your payment setup →Four questions
Work through these before choosing a channel.
Where does payment happen?
Online before fulfilment, at a counter, in a collection flow or inside an integrated application.
Who sets the amount?
Use dynamic order payments when the system defines an amount; use appropriate static collection for simpler counter flows.
What confirms completion?
Define how customer, merchant and operating system receive and match payment status.
Who reconciles it?
Map every payment to the merchant, order, service or account the finance team needs to close.
Flow
- 01Define the moment
- 02Select the channel
- 03Connect confirmation
- 04Test reconciliation