Clients
The client record is the central business context for customer services, orders, invoices, domains, support activity and account operations.
- Keep customer identity and contact information current.
- Review service ownership before administrative lifecycle actions.
- Use role-controlled administrative actions for sensitive changes.
- Maintain an auditable history where supported.
Orders
Orders represent requested products or services and should progress through the defined validation, payment and provisioning workflow.
- Order created
Capture the requested product and customer context.
- Validate
Confirm product, pricing and required configuration.
- Payment state
Apply the business payment policy.
- Provision
Send eligible services to the configured provider module.
- Confirm
Record the resulting service state and identifiers.
- Notify
Issue applicable customer notification.
Invoices
- Use structured invoice records rather than manually generated standalone documents.
- Confirm issue date, due date, customer and line items before finalisation.
- Keep customer-facing PDFs free of internal machine data.
- Maintain invoice and payment state consistently.
Payment gateways
Gateway credentials must be configured for the customer's own payment-provider account. Use test or sandbox mode where supported before enabling live checkout.