Overview
Set the workspace-level finance defaults used by PayStream billing and payment operations.
Prerequisites
Permissions required
Steps (4)
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1
Open payment settings
Open Settings and Workspace Payment Settings.
Tips
Validation
Success criteria
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2
Set finance defaults
Configure the supported workspace payment and billing settings required for your operations.
Tips
Validation
Success criteria
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3
Review provider and policy dependencies
Confirm related payment connections, routing, numbering, refund, and reconciliation policy records.
Tips
Validation
Success criteria
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4
Save and verify
Save the settings and open the billing dashboard to verify the workspace configuration.
Tips
Validation
Success criteria
About this guide
PayStream is the financial operations core for a Velaxe workspace. Manage billing profiles, collection orders, invoices, payment links, checkout sessions, subscriptions, usage, instalments, payment intents, manual payments, allocations, refunds, disputes, settlements, payouts, dunning, bank statements, reconciliation, provider connections, accounting and tax synchronization, finance events, and audit records from one application.
PayStream also acts as a finance capability provider for connected applications. Its canonical runtime exposes 111 semantic finance operations with operation, resource, and delegation authorization; ContextResolver exposes finance entities, relationships, timelines, actions, presentation, permissions, and change subscriptions; Bridge v2 supports governed external clients; and durable event records plus manifest-owned workers keep operational finance workflows observable.