Standard Payment Flow - Tutorial

Learn how to configure and activate a Standard Outbound Payment Flow, a built-in workflow for handling the end-to-end lifecycle of outbound payments: from request, validation, and creation to authorization and clearance.

Step 1: Create a New Workflow

1. Go to Workflows > Payments

2. Click + New Workflow.

1. In the Plan dropdown, select Payment flow plan. This is a pre-defined template that covers the full lifecycle of an outbound payment, handling validation, creation, authorization, and clearance steps automatically within the platform.

2. Give your workflow a name, e.g., Outbound EUR Payment

3. Choose a workflow reference (usually you can leave it as the default workflow-name unless you need to reference it programmatically)

4. Add a description to explain the purpose of the workflow.

5. Click Create workflow.

Step 2: Configure Workflow Parameters

The workflow canvas appears as you create the new workflow with pre-defined settings.

This workflow defines the full lifecycle of an outbound payment—from the initial request and validation to creation, authorization, and final clearance. If validation fails, the payment is marked as invalid; if successful, it progresses through creation and authorization steps before reaching a cleared or failed state.

1. Click Edit parameters on top right. These parameters make the flow executable by telling it:

• Which schema to use (how to interpret the payment)

• How to move money across accounts (ledger movement instructions)

2. Fill in the Schema Name and Ledger Instructions.

1. Click Save parameters.

2. Once reviewed, click Activate at the top right to make the workflow live.