Prepare a payment link and close the call

1. Find the business’s issued invoice#

The business creates and issues the invoice. Your receptionist retrieves it and checks that it belongs to the selected job and customer. Read the current collectible balance instead of repeating the estimate total.

const invoices = await api('GET', '/invoices?customer_id=' + customer.id);
const match = invoices.items.find(item => item.status === 'sent' &&
  (item.job_id === job.id || item.job_ids?.includes(job.id)));
if (!match) throw new Error('Ask the business to issue the invoice first');
const invoice = await api('GET', '/invoices/' + match.id);

2. Prepare checkout after the caller asks#

Ask whether the caller wants a payment link, then request checkout for that invoice. The backend calculates the amount and returns the hosted checkout URL. Creating checkout may lock financial edits until it is paid or explicitly cancelled, so avoid generating unused sessions on every call.

Share the returned URL through a channel the customer has agreed to use. A created link is not proof of payment. Refresh the invoice or process a confirmed payment event before reporting a paid balance.

const checkout = await api('POST', '/payments/invoices/' + invoice.id + '/checkout', {
  payment_method_type: 'card',
});
const paymentUrl = checkout.url || checkout.checkout_url;
// Present paymentUrl and checkout.amount_cents. Do not mark the invoice paid.

3. Offer a review link#

After the completed work, create a review request using the business’s chosen destination. The example uses channel: link, which prepares the link without sending a message. Use a stable idempotency key for this specific job and review request.

const review = await api('POST', '/review_requests', {
  customer_id: customer.id, job_id: job.id,
  channel: 'link', review_url: businessReviewUrl,
  idempotency_key: 'receptionist-review-' + job.id,
});

4. Save what happened during the call#

Save a concise outcome and the permitted transcript under the customer, request, and job. Record what actually succeeded, especially if a later step failed. Do not include OAuth credentials, payment-card data, or unrelated customer details in the transcript.

Your voice provider remains responsible for the real telephone call. Creating this record does not place or answer a call.

const call = await api('POST', '/calls', {
  title: 'Receptionist call', customer_id: customer.id,
  request_id: request.id, job_id: job.id,
  interaction: {
    caller_number: customer.phone,
    outcome: 'Quote booked; customer requested a payment link.',
    transcript: permittedTranscript,
  },
  custom_fields: { source: 'your-receptionist-app' },
});