Invoice creation and status tracking

BTCPay Server generates an invoice for a Bitcoin payment and tracks it through unpaid, paid, and confirmed states without routing funds through a third party. A Beam agent creates an invoice when an order or request triggers it, then reads the invoice status as the blockchain confirms the payment. Once the invoice reaches the confirmation depth the customer has approved, it updates the order record as paid. Invoices that expire unpaid, or that receive an amount that does not match what was requested, are routed to a person to resolve rather than marked complete automatically.

Payment reconciliation against orders

Because BTCPay Server records every invoice and its payment history, a Beam agent can read that history and match it against the order or ledger it corresponds to. On a schedule, it checks for invoices marked paid that have not yet been reconciled, and updates the linked order or accounting record where the amounts match. Where a payment is short, late, or duplicated against the same order, the agent does not adjust the books itself. It flags the mismatch to a person so the underlying reason gets checked before the record is closed.

Self-hosted store and wallet data

Since BTCPay Server is self-hosted, a Beam agent works directly against the instance the business controls rather than a third-party API, reading store, wallet balance, and transaction data within whatever permissions the account grants. It can watch balances and notify a person when funds are ready to move, or read transaction history to support routine bookkeeping. Any action that would move funds, change wallet settings, or affect server configuration is left to a person, since those are decisions the agent is not set up to make on its own.