Guide

Payments Workspace Flow

Run charges from organized sections: setup, payment actions, refund/reconcile, and customer scan-and-pay.

Step-by-step

Merchant guide

Recommended steps

  • Start in Charge Setup to choose cart or fixed amount behavior and review estimated totals.
  • Use Payment Actions to create or capture payments with clear amount context.
  • Handle post-payment operations in Refund & Reconcile and use Customer Scan & Pay for hosted checkout.

Why it matters

Run charges from organized sections: setup, payment actions, refund/reconcile, and customer scan-and-pay.