From customer record to payment record

An invoice, a customer account and a bank transaction describe different parts of the same business relationship. When those records live in separate places, a team can receive money without knowing which account to credit. A supplier payment can be approved without the full history close to hand.

CapitalPay's payment-operations software connects the customer record with collection and supplier-payment workflows. Start with the process your team follows today: the reference you issue, the channel a customer uses and the decision that follows receipt of funds.

Build around your working day

For a service business, that conversation may centre on regular invoices and outstanding balances. For an association, the reference may relate to a member and an agreed charge. For a finance team, the priority may be matching incoming payments before preparing a supplier run.

A useful implementation defines the source record, the people allowed to approve a transaction, and the route for an exception. That makes the workflow understandable to the people who will operate it.

Discuss the right configuration

Tell us which systems you use, how payments arrive and which steps still depend on manual checks. Include the currencies and territories involved. The discussion can then cover integrations, provider arrangements, onboarding and the availability of the functions your business needs.

Your next step

Send a short description through our product enquiry form. Please keep account credentials, payment-card details and customer records out of an initial enquiry.