Playbooks

Use-case playbooks

Concrete operating models for common integration patterns so your team knows which endpoints and cautions apply in practice.

Onramp

Accept a customer deposit and treat PayChainHQ as the crypto payment and confirmation layer.

  1. Create a customer if you want a reusable identity.
  2. Create the invoice with the token and network your customer is expected to pay.
  3. Render the public invoice payload or share the hosted link.
  4. Wait for `invoice.paid` webhook, then mark the fiat leg or internal ledger leg ready.
  5. Use balances and transactions endpoints for treasury reconciliation.

Offramp

Move funds out only after treasury and sweep feasibility are proven.

  1. Quote the withdrawal first and show the operator the recommended option.
  2. Create the withdrawal with `clientReference` mapped to your payout job.
  3. Poll or subscribe until the payout reaches a terminal state.
  4. Persist requested amount, payout amount, fee amount, and tx hash separately.

Recurring collection

When the same user pays multiple times, reuse customer identities and keep invoice-level settlement exact.

  1. Create one customer with your stable `externalRef`.
  2. Issue one invoice per receivable event when you need an explicit request up front.
  3. For permanent customer-address collection, let PayChainHQ auto-generate invoice records from detected receipts instead of pre-creating every repeat invoice.
  4. Use underpayment tolerance only when small quote drift is an accepted business rule.
  5. Do not infer future receivables from the customer address alone; invoices still remain the accounting primitive.
Use-case playbooks | PayChainHQ