Payment workflow

Plan payment and fulfilment context around every order.

Payment and fulfilment context should stay near the order while methods, providers, shipping options, and rollout details remain explicit during setup planning.

checkout settlement laneSalesPOS / Checkout
Shipping and Payments. Payment and fulfilment context should stay near the order while methods, providers, shipping options, and rollout details remain explicit during setup planning.. checkout settlement lane.
Commerce workspace
checkout settlement lane

POS checkout

Counter basket

Table serviceOpen
Counter saleReady
Online pickupQueued
CardCashReceipt

Daily sales status

OpenPayments readyClose review

Inventory signal

Availability needs attention

Site builder preview

Terminal ready
Printer online
Scanner linked

Capability workflow

Shipping and Payments has one practical job: keep payment state and fulfilment context traceable from checkout to review.

Payment state and fulfilment context stay near the order while method and provider details remain part of setup planning.

Plan the workflow

Record payment state near the order.

Connect the records

Keep fulfillment context available where shipping is configured.

Review and refine

Connect payment records to receipts, invoices, reports, and accounting context.

Common industry fit

Where Shipping and Payments usually matters most.

Different industries use this capability in different operating models.

Supermarkets

High-throughput checkout and stock-depth workflow for barcode lanes, replenishment, invoices, reports, and accounting context.

Checkout and stock focus

Keep fast checkout connected to product depth and barcode flow.

Retail Stores

Product-first retail workflow for checkout, stock, customers, campaigns, and online presentation.

Retail floor focus

Sell from the floor while product and customer context stay visible.

Restaurants & Cafes

Service-day rhythm for reservations, menus, counter/table selling, gift cards, inventory, and close review.

Service focus

Prepare reservations, menu choices, and staff rhythm before service.

Clothing Stores

Catalog-rich retail for collections, sizes, colors, seasonal stock, customers, campaigns, and online presentation.

Catalog focus

Represent products through collections, sizes, colors, and variants.

Availability

Use Pricing for the full plan comparison.

Discuss payment methods, shipping options, and provider setup when planning the rollout.

Plan scope varies

Use Pricing to compare subscription scope, selected modules, and rollout timing for this workflow.

Related payment planning posts

Guides for thinking through payment and fulfilment decisions.

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Payment planning

Decide whether payment and fulfilment setup belongs in your first rollout.

Then compare plan scope or map this capability to the industry workflow closest to your business.

Shipping and Payments

Payment state, fulfilment context, and customer-facing checkout readiness.

Industry fit

Supermarkets, Retail Stores, Restaurants & Cafes, Clothing Stores

Get workflow planning notes.

Receive concise workflow notes on evaluating capabilities, adjacent workflows, industry fit, and the next practical setup decision.