About this Playbook

This guide explains how you can:

  • Understand the purpose and capabilities of Payments Agent.
  • Prepare the prerequisites required to configure Payments Agent.
  • Configure Payments Agent security, access, and financing program intelligence.
  • Validate the implementation using recommended test scenarios.
  • Learn how payment specialists use Payments Agent to monitor payment operations, evaluate payment opportunities, manage supplier financing offers, and schedule payment process requests.
  • Troubleshoot common issues that may occur during adoption.