Online collections
Make it easier to understand how customers should pay your business online.
A collection workflow can support invoices, recurring obligations, payment requests, and other account-to-account receivables—when the provider and business use case support it.
Receivables workflow
Payment collection starts before the payment itself.
The business must determine how the payer is identified, how the amount is communicated, how authorization or instructions are captured, what information accompanies the payment, and how finance teams reconcile the result.
- One-time invoices and deposits
- Recurring or scheduled obligations
- Business-to-business receivables
- Payment requests and remittance information
Do not collect sensitive credentials
Marketing forms should never request online-banking passwords, card numbers, or full bank-account credentials.
Collection design
Build the process around five practical questions.
Who is paying?
Consumer, business, tenant, member, customer, client, or another account holder.
What triggers payment?
Invoice, order, contract, milestone, subscription, rent cycle, or payment request.
How is permission handled?
Instructions, authorization, payment request acceptance, or provider-specific consent.
What information travels with it?
Invoice number, customer ID, remittance details, order reference, or other metadata.
How is it reconciled?
Manual review, file export, portal reporting, accounting integration, or API event.
What happens when it fails?
Exception handling, retry logic, customer outreach, returns, and support ownership.
Review your online collection flow.
Bring one real collection example—from invoice to reconciliation—and we will help identify the operational questions that need answers.