Overview
Create PaymentLinks and CheckoutSessions alongside billing and collection records for shareable payment-entry workflows.
Problem
Teams need a finance-owned payment request record that can be tied to customer, invoice, amount, currency, expiry, and payment state.
Solution
Use PayStream payment links and checkout sessions with workspace billing, payment connections, and finance event records.
How it works
Create the billing or collection context, generate a payment-link record with amount and currency, associate it with the relevant payment connection or finance record, and track resulting payment intent and event state.
Who is this for
Finance Operations
Revenue Operations
Expected outcomes
- Reusable payment-request workflow
- Payment link state connected to the finance system
Key metrics
Security impact
- Payment links, checkout sessions, billing references, amount/currency, provider connection references, and payment state · 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