integration
Solar payments integration assessment
Define payment requests, authorization, settlement, fees, refunds, disputes, project context, accounting status, and reconciliation.
01
Separate payment initiation from financial recording
The payment provider, project workflow, and accounting system may each own different parts of request, settlement, and reconciliation.
- Request and authorization
- Provider and settlement
- Refund or dispute
- Accounting and reconciliation
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Customer and payment request
- Provider transaction and status
- Settlement, fee, refund, and dispute
- Invoice and accounting acknowledgement
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Provider and payment methods
- Sensitive payment data
- Settlement ownership
- Refund and reconciliation process
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- Who initiates payment?
- What confirms settlement?
- Who approves refunds?
- How are provider and ledger totals reconciled?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.