Overview
Create billing profiles, collection orders, invoices and invoice items, track payment state, and allocate received funds back to the correct finance records.
Problem
Invoice creation, collection, payment, and allocation need one traceable financial lifecycle.
Solution
Use PayStream billing documents, payment records, reconciliation, and allocation services as one finance system of record.
How it works
Create the customer billing profile and collection context, issue an invoice, receive payment through a payment intent or manual-payment path, reconcile the funds, and persist allocations and invoice state changes with canonical finance events.
Who is this for
Finance Operations
Billing Administrator
Expected outcomes
- One traceable billing-to-payment lifecycle
- Consistent payment allocation and finance event history
Key metrics
Security impact
- Billing profiles, collection orders, invoices, invoice items, payment records, reconciliation state, and allocations · PII: yes where billing, customer, payment, bank, invoice, or external reference data identifies a person or organization
Compliance
- Workspace permissions, trusted execution, resource authorization, Core secrets, finance audit, and app-scoped grants.
Availability & next steps
Core
Team
Business
Enterprise