Docs
Finance workflow guides for teams that need the full payment story.
These guides focus on the operator side of invoicing, settlement, exceptions, and customer-facing payment visibility.
Settlement visibility
Checkout Settlement Status Portal
Give support, finance, and product teams one durable surface for pending, failed, retried, and settled checkout states after the buyer session ends.
Exception management
Merchant Settlement Exception Dashboard
Track delayed, failed, mismatched, and reconciled settlement states from one operator-friendly dashboard instead of rebuilding the story by hand.
Invoice anomaly handling
Invoice Settlement Anomaly Dashboard
Make delayed, mismatched, failed, and reconciled invoice-settlement states visible to the teams who need to explain them.
Client payment visibility
Client Payment Portal Reconciliation Guide
Help finance, support, and product teams explain invoice payment status, settlement progress, and next-step ownership from one customer-facing portal workflow.