Product / Lanes / Collections and payments

Collections and paymentsCertifying

Payment link to receipt, every step checked.

One lane across three systems: a payment link, the payment confirmed by fetching it, the invoice marked in your books, and a receipt on WhatsApp.

Fig.1 · sample
WhatsAppT1
Certifying
  • › Templates outside the 24 h window
  • › Opt-in before first message
  • › Signed webhooks only
GmailT1
Certifying
  • › Recipient domain allowlist
  • › Replies stay in the thread
  • › Narrowest OAuth scopes
Google CalendarT1
Certifying
  • › Free/busy before create
  • › Idempotent event ids
  • › Hours from your rules
Google SheetsT1
Certifying
  • › Sheet and range allowlist
  • › Header row protected
  • › Read back, compare hash
RazorpayT1
Certifying
  • › Amounts in paise
  • › Refunds always approved
  • › Fetch to confirm, never trust a webhook
Zoho CRMT1
Certifying
  • › Upsert on email or phone
  • › Stage order enforced
  • › Data centre stored per connection
Zoho BooksT1
Certifying
  • › Totals checked before create
  • › GSTIN format checked
  • › Void needs approval

How it works.

  1. 01 /

    Link

    A payment link tied to the invoice, so it cannot be paid twice.

  2. 02 /

    Confirm

    The payment is fetched to confirm it; a webhook alone is never trusted.

  3. 03 /

    Record and receipt

    The invoice is marked paid and a receipt template is sent.

What you get. Each point labelled with its real status.

1.1Certifying

Refunds always approved

Terminal money actions never run on their own.

1.2Certifying

Amounts checked

Link amounts must match the invoice balance.

1.3Certifying

Unknown, then reconciled

If a system is down, the step is unknown and reconciled later, never done.

1.4Certifying

Razorpay, Zoho Books, WhatsApp

Business Tier 1 connectors.