Guides

Operational education for integrations

These pages are intentionally short: answer-first explanations you can quote in design docs, security reviews, and onboarding playbooks. They are not a substitute for your merchant agreement, environment-specific signing contracts, or legal advice.

Canonical definitions: Glossary. Technical overview: /docs. Illustrative walkthroughs: /operations. Step-by-step procedures: Playbooks. Integration matrices: References.

  • 01

    Merchant onboarding

    What approval gating is for, how rails get enabled, and what a serious integration discussion covers—without promising timelines you cannot keep publicly.

    Read guide →

    Conceptual operational diagram for this guide. Not live merchant data or metrics.

  • 02

    Payment lifecycle

    What Pending, Paid, Confirmed, and Expired mean operationally—and how teams align finance, support, and engineering without over-claiming finality.

    Read guide →

    Conceptual operational diagram for this guide. Not live merchant data or metrics.

  • 03

    Webhook verification

    Why raw-body verification matters, how retries interact with idempotency, and what security teams should expect from a mature integration.

    Read guide →

    Conceptual operational diagram for this guide. Not live merchant data or metrics.

  • Conceptual operational diagram for this guide. Not live merchant data or metrics.

  • 05

    Server-side API keys

    Where secrets belong, what “server-to-server” implies for checkout UX, and common anti-patterns that create preventable incidents.

    Read guide →

    Conceptual operational diagram for this guide. Not live merchant data or metrics.

  • 06

    Reconciliation checklist

    Operational checklist for three-plane matchers, exception queues, period close, and finance-ready evidence—without inventing universal posting rules.

    Read guide →

    Conceptual operational diagram for this guide. Not live merchant data or metrics.

  • Conceptual operational diagram for this guide. Not live merchant data or metrics.

  • 08

    Integration architecture

    Layered server-side boundaries: API authority, webhook verification, lifecycle mapping, reconciliation, and treasury controls—architecture-first, not feature lists.

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    Conceptual operational diagram for this guide. Not live merchant data or metrics.

  • 09

    Treasury recognition

    How treasury posting differs from lifecycle Confirmed states—recognition gates, allocation discipline, and separation from payout orchestration.

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    Conceptual operational diagram for this guide. Not live merchant data or metrics.

  • 10

    Settlement vs payout

    Inbound settlement rails, merchant balance semantics, and payout orchestration—why conflating them creates treasury and support incidents.

    Read guide →

    Conceptual operational diagram for this guide. Not live merchant data or metrics.

  • Conceptual operational diagram for this guide. Not live merchant data or metrics.