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Email Payments Purpose and when to use this record Create and monitor a signed online payment request for a customer or sale, including allowed tenders, amount, and remote status. At a glance Identify it by: Status. Check its business context: Customer, an...

Emv Terminals Purpose and when to use this record Configure the processor terminal identity used for card-present payments and assign it to the correct user or workstation. At a glance Identify it by: Name, and Pairing Code. Why care: Customer, source docu...

Payment Plans Purpose and when to use this record Review legacy or provider-managed amount, cadence, duration, and processor identifiers. These records are reference-only in Brisk-managed billing mode; use Customer Receivable Payment Plans for supported schedu...

Payment Subscriptions Purpose and when to use this record Review a provider-managed recurring subscription's customer, plan, amount, cadence, status, vault reference, and gateway identifier. These records are read-only in Brisk-managed billing mode. At a glanc...

Advanced Reports Purpose and when to use this record Build a reusable report from selected data, filters, columns, grouping, sorting, totals, and access settings. At a glance Identify it by: Report Title, Allow Date Filters, Date Field, Date Behavior, and Be...

Pdf Renderers Purpose and when to use this record Configure a printable document template for a particular record or list and control where users can select it. At a glance Identify it by: Name. Check its business context: Content Type. Why care: A repor...

Reports Purpose and when to use this record Define a reusable business report, its data source, date behavior, category, filters, and system/custom status. At a glance Identify it by: Report Title, Allow Date Filters, Date Field, Date Behavior, and Beginning...

Service Orders Purpose and when to use this record Coordinate approved service work, including customer equipment, priority, warehouse, technician activity, parts, labor, and status. At a glance Identify it by: Service Order #, Status, and Service Date. Ch...

Technicians Purpose and when to use this record Maintain the dispatch identity, linked employee, active state, display color, and mobile label for a service technician. At a glance Identify it by: First Name, Last Name, and Mobile Label. Check its business...

Users and Access Purpose and security boundary Use user records to give one person an identifiable Brisk sign-in and only the access required for that person's work. User administration is restricted setup work. Never copy passwords, recovery codes, API tokens...

Customer Receivable Payment Plans Purpose and when to use this record Schedule authorized collections against a customer’s receivable balance and track each run without duplicating payments. At a glance Identify it by: Start Date, Next Run Date, and End Date...

Customer Payment Methods Purpose and when to use this record Maintain a customer-authorized tokenized card or ACH method without storing raw payment credentials in Brisk. At a glance Identify it by: Nickname, and Status. Check its business context: Custome...