Explore tasks · Finance and accounting · fin.collect-customer-payment
Take payment from a customer and get the money into the account
Done means: A customer's payment for a sale has cleared into the business's own account, with the amount, the fees, and any failure, refund or dispute recorded against that sale, and without a person handling the money.
Getting paid at the point of sale: authorizing the customer's method, settling the funds, and recording what each one cost and what happened to it. It covers cards, bank transfers, wallets, stablecoins and machine-to-machine payment protocols alike, because the outcome is the same whatever the rail. It is not proc.purchase-on-behalf, which is the buying side of the same transaction. It is not fin.reconcile-accounts, which starts after the money has landed and asks whether the ledger agrees with the bank. It is not fin.issue-invoices, which raises the bill, nor fin.collect-overdue-receivables, which chases it when it goes past due; those two meet this one when an invoice is finally paid, and a solution may claim more than one. Fraud screening at the moment of payment belongs here when it is part of accepting the payment, and in fin.flag-anomalous-transactions when it is a review of transactions the business has already recorded.
- Measures
- share of attempted payments that authorize and settle; days from sale to cleared funds; total cost per payment collected, fees included; disputed or charged back share of settled value; share of failed payments recovered on a retry
- Also called
- accept payments, take card payments, payment processing, checkout, get paid, collect money from customers, payment acceptance
- Related
- fin.issue-invoices fin.collect-overdue-receivables fin.reconcile-accounts fin.flag-anomalous-transactions proc.purchase-on-behalf
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JSON · file a claim · file evidence · edit this job. Created 2026-09-13, updated 2026-09-13, version 1.