From customer to account
Make incoming money easier to follow.
Connect the money you receive with the work behind it. From receiving details to payment references, give every receipt its place.
Request AccessA payment.
With the full picture.
Explore the reference flow. No payment is created.
From request to receipt
Make the path in easier to follow.
- 01
Share the right details
Start with the receiving details or payment request appropriate to the customer, currency and payment method.
- 02
Keep the business reference
Connect the incoming money to an invoice, order or other agreed reference. The payment should make sense to the people who reconcile it.
- 03
Review what arrived
Match the amount and currency received. Keep fees, conversion and any outstanding difference visible in the record.
Real business. Connected records.- Order reference
- ORD–0248
- Collection method
- Bank transfer
- Record
- Ready for review
Illustrative workflow. No payment is processed. Methods and settlement arrangements depend on your setup.
A receipt with context
The work behind every payment.
- Customer & reference
- Know who paid and which order, invoice or business activity the money belongs to.
- Amount & currency
- Keep the original and received amounts clear. Review fees and conversion separately.
- Status & supporting records
- Keep payments in progress distinct from received money, with the evidence needed to close the invoice.
A little more clarity
Good questions. Clear answers.
Can customers pay with stablecoins?
Discuss the assets, payment methods and receiving arrangements available to your business. The payer’s asset and your settlement currency may be different, so confirm the full workflow.
What if a payment has no invoice reference?
Treat it as an exception to review. Use the payer, amount, currency and available payment details to identify the business purpose before matching the receipt.
Are payment links and receiving details the same thing?
They serve different steps. Receiving details tell a customer where to pay. A payment request or link can add an invoice or amount context. Confirm which methods fit your setup.
Your next chapter
Let’s move
your business forward.
A world of opportunity.
A simpler place to start.