How it fits your workflow.
Stripe handles online payments, recurring billing, and payment events. For servicing teams, the useful distinction is between an attempted charge, a successful payment, and a settled amount. An integration scope should identify which of those states informs account follow-up and reconciliation.
WORKFLOW FOCUS
Charge outcomes, settlement records, and repayment follow-up.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Why distinguish payment success from settlement?
A successful charge and a bank settlement describe different stages. Reconciliation should preserve Stripe transaction references and account for refunds or reversals before treating funds as final.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.