Payment Recording

The payment domain defines Cash and Online, but the current commercial workflow exposes only full cash settlement: direct Platform Admin recording or customer proof upload followed by Platform Admin verification. Online gateway processing is explicitly outside the current scope.

How Payments Work in Survanta

The payment workflow follows these steps:

1. A draft invoice is created with the order. There is no invoice without an owning order.
2. The order is approved. The invoice changes from Draft to Unpaid.
3. Settlement is recorded. A Platform Admin can record cash directly, or the customer uploads proof for an approved Unpaid order.
4. The full amount and currency are verified. Partial payment is rejected by the model and workflow.
5. Invoice, order, and subscription update together. Payment becomes Verified, invoice Paid, order Applied, and entitlements are applied.

Accepted Payment Methods

The persisted payment-method enum is intentionally narrow:

• Cash: manual settlement, optionally represented by an uploaded proof.
• Online: modeled with gateway provider/reference fields, but no current payment-gateway workflow creates it.

For specific banking details, account numbers, or other payment instructions, contact your Platform Admin directly. This information is communicated outside the platform for security reasons.

Requesting Payment Details

To inspect the payable amount and submit proof:

1. Open /Tenant/Orders/{id} for the approved order and its invoice total.
2. Upload proof with the order-details action, which posts to /Tenant/Orders/{id}/proof.

Invoices can be listed at /Tenant/Invoices; the details route uses the owning orderId.

Confirming Your Payment

After you have made a payment:

• Upload an allowed proof file only for an Approved order with an Unpaid invoice.
• The first upload creates the invoice's one PaymentRecord with status ProofSubmitted.
• A Platform Admin can verify it or reject it with a reason. After rejection, a replacement proof updates the same payment record rather than adding a partial or second payment.
• No verification-time service-level promise is encoded in the workflow.

What to Do if Your Payment is Not Recorded

If your invoice remains Unpaid while its payment shows ProofSubmitted:

1. Confirm the proof appears on the order details page.
2. Wait for Platform Admin verification or rejection.
3. If rejected, review the recorded reason and upload a replacement proof on the same order.

Payment statuses are Pending, ProofSubmitted, Verified, Rejected, Failed, and Cancelled; the cash-proof workflow actively uses ProofSubmitted, Verified, and Rejected.

Related Topics

• Invoices
• Subscription Expiration
• Plans Overview