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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...

Payments Payments overview The Payments workspace related to this reference article. Payments connects Brisk sales and customer receivables to card-present terminals, online payment links, stored payment methods, and scheduled collection. The processor is the ...

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...

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...