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Payments and CRM

Connect collection to accounting reality

HelloAsso, SumUp, Stripe and other providers become useful when their state remains coherent with contacts, contributions and receipts.

Journeys

More than a payment button

The journey covers contribution creation, authorisation, return, webhook processing and reconciliation.

Online

Forms and checkout

Amounts, line items, contacts and business context remain aligned before calling the provider.

In person

Terminal and point of sale

On-site payment connected to the correct person, activity and contribution.

After payment

Webhook and reconciliation

Replay without duplication, identify delays and separate abandonment from real failure.

Principle

The browser does not keep the books

The result visible to the user must be confirmed by persisted data and provider events.

Authority

An explicit source of truth

CiviCRM retains business state; the provider attests financial state.

Idempotency

Handle repetition

Returns and webhooks may arrive repeatedly or in an unexpected order.

Evidence

Explain every state

Transactions, logs and identifiers must support controlled recovery.

Incident or project

Start with one specific payment

One contribution, one transaction identifier and a timeline are often enough for the first diagnosis.

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