Invoice Payment Matching

Copperx processes payments in crypto or fiat against invoices raised for a Web3 business's customers. A Beam agent reads incoming payments as they settle, applies the approved rule for matching a payment to the right invoice, such as matching by wallet address or reference number, and updates the invoice status in Copperx. It marks invoices paid or partially paid based on what came through. Payments that don't clearly match an open invoice, such as an amount that's short or from an unrecognized wallet, are routed to a human to trace.

Recurring Billing Retries

Recurring charges through Copperx sometimes fail, whether from a network issue or an underfunded account, and need a retry before a subscription lapses. A Beam agent reads failed charge notifications, applies the approved rule for when and how many times to retry a charge, and initiates the retry through Copperx on that schedule. It updates the subscription record with the retry outcome each time, so the billing history stays current. Charges that fail repeatedly, or accounts nearing cancellation because of it, are routed to a human to reach out to the customer directly.

Checkout Transaction Reconciliation

Checkout transactions processed through Copperx need to be reconciled against the business's own order or billing records to confirm every sale was paid in full. A Beam agent reads completed checkout transactions, applies the approved rule for matching them against orders, and updates the order status once a match is confirmed. It notes any transaction that doesn't have a corresponding order on file, along with the amount and timestamp. Mismatches, such as a payment received with no matching order, are routed to a human to investigate before the order is marked complete.