Match a payment reference without asking for sensitive screenshots

A customer says they have paid, while staff cannot yet match the payment to the request. The next step should use a safe reference and the provider's own records. A screenshot containing unrelated financial information is a poor default.

Define the matching information

A Costa Rican business should agree with its payment provider which references staff can use and what an accepted transaction means. Keep the reservation or order identifier distinct from the provider's transaction identifier, and record their relationship.

Make uncertainty visible

When a payment cannot be matched, show that it needs review. Do not automatically mark the service confirmed because a message contains the word paid. Equally, do not ask the customer to repeat a payment without checking the existing record.

Choose a private review route

If more information is required, explain what is needed and how to share it safely. Ordinary project or contact forms should not invite card numbers, account access or complete financial statements.

Banco Central de Costa Rica is an official source for its own financial-system information, while your provider controls your account's transaction tools. We can scope the technical record connection and staff review screen. Provider approval, accounting treatment and payment disputes remain with the appropriate parties.